Joseph Taiber
Taiko Private Wealth · Chicago, Illinois
Joseph Taiber is a fee-only financial advisor at Taiko Private Wealth in Chicago, Illinois, who holds the CFA credential. Taiko Private Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Taiko Private Wealth |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $514.8M across 58 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL, TX · CRD 3141513 |
| Exams passed | Series 63 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Joseph's firm compares
- Taiko Private Wealth's average account is about $8.9 million, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Joseph
Is Joseph Taiber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Taiko Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Taiko Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Taiber based?
Joseph Taiber is based in Chicago, Illinois.
What credentials does Joseph Taiber hold?
Joseph Taiber holds the CFA credential.
Is Joseph Taiber registered with the SEC?
Yes. Joseph Taiber is registered as an investment adviser representative in IL and TX (CRD 3141513), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Taiko Private Wealth manage?
Taiko Private Wealth reports $514.8M across 58 accounts in assets under management.
How do I contact Joseph Taiber?
Contact details aren't on file yet. Search for Taiko Private Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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