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LATKO WEALTH MANAGEMENT, LTD.
CRD 282423 · SEC 801-113279
45 EAST COLORADO AVENUE, FRANKFORT, IL, 60423, United States
Phone
(815) 469-8887
Fax
(815) 469-8808
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$327.2M
Discretionary AUM
$327.2M
Team
7 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)HOURLY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 356 | $91.2M |
| High net worth individuals | 143 | $236.0M |
States served
AZ, CO, GA, IL, IN, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD