Latko Wealth Management, Ltd.
Latko Wealth Management, Ltd. is an SEC-registered mass-market adviser in Frankfort, IL with $327.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Latko Wealth Management, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282423, SEC 801-113279, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $327.2M (2026-01-27)
- Firm type
- Mass-Market Adviser
- Location
- Frankfort, IL
- Employees
- 7
- Clients
- 499
- CRD
- 282423
- Ownership
- LATKO, DAVID, WARREN; LATKO, JANICE, ORISSA
How much AUM does Latko Wealth Management, Ltd. have?
Latko Wealth Management, Ltd. reported $327.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Latko Wealth Management, Ltd.?
Disclosed owners and executives of Latko Wealth Management, Ltd. include LATKO, DAVID, WARREN, LATKO, JANICE, ORISSA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.