Phillip Kosmala
Taiko Private Wealth · Chicago, Illinois
Phillip Kosmala 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 5164417 |
| Firm size | 3 employees |
| Disclosures | None reported |
How Phillip'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 Phillip
Is Phillip Kosmala a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phillip 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 Phillip charge for financial advice?
Phillip's firm, Taiko Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Phillip Kosmala based?
Phillip Kosmala is based in Chicago, Illinois.
What credentials does Phillip Kosmala hold?
Phillip Kosmala holds the CFA credential.
Is Phillip Kosmala registered with the SEC?
Yes. Phillip Kosmala is registered as an investment adviser representative in IL and TX (CRD 5164417), 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 Phillip Kosmala?
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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