| Name | Title | Ownership | Since |
|---|---|---|---|
| David Warren Latko Control | Chief Compliance Officer | Under 5% | 2025 |
| David Warren Latko Control | President | 50-75% | 2016 |
| Janice Orissa Latko Control | Owner | 25-50% | 2016 |
Latko Wealth Management, Ltd. reports $282.7 million in regulatory assets under management on its Form ADV.
Latko Wealth Management, Ltd. reports 7 employees.
Latko Wealth Management, Ltd. is based in Frankfort, IL and has been SEC-registered since 2018.
Latko Wealth Management, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $282.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $282.7M |