Latko Wealth Management, Ltd.
● SEC registered since 2018CRD 282423SEC# 801-113279Frankfort, IL
Reg. AUM
$327.2M
Employees
7
Accounts
1,134
Location
Frankfort, IL
Latko Wealth Management, Ltd. assets under management
Latko Wealth Management, Ltd. is a registered investment adviser overseen by the SEC based in Frankfort, IL. The firm has been registered since 2018. It reports $327.2 million in regulatory assets under management and employs 7 people.
Latko Wealth Management, Ltd. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Warren Latko Control | President | 50-75% | 2016 |
| David Warren Latko Control | Chief Compliance Officer | Under 5% | 2025 |
| Janice Orissa Latko Control | Owner | 25-50% | 2016 |
Frequently asked questions
How much does Latko Wealth Management, Ltd. manage?
Latko Wealth Management, Ltd. reports $327.2 million in regulatory assets under management on its Form ADV.
How many employees does Latko Wealth Management, Ltd. have?
Latko Wealth Management, Ltd. reports 7 employees.
Where is Latko Wealth Management, Ltd. located?
Latko Wealth Management, Ltd. is based in Frankfort, IL and has been SEC-registered since 2018.
Does Latko Wealth Management, Ltd. disclose fund performance?
Latko Wealth Management, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 45 East Colorado Avenue, Frankfort, IL 60423 |
| Phone | (815) 469-8887 |
| Fax | (815) 469-8808 |
| Office hours | 8:30 - 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$327.2M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$327.2Mregulatory AUM
Discretionary $327.2M