Latham Financial LLC

Overview

Latham Financial LLC is an independent registered investment adviser operating as a limited liability company with individual ownership. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its advisory remit centers on financial planning and discretionary portfolio management for individuals and small businesses. Latham Financial is not characterized as an active ESG investor and is not identified as a capital allocator or multi-state adviser in the supplied filings. The business appears modest in scale and focused on traditional wealth-management services rather than institutional consulting or third‑party capital placement. Advisory activities listed in regulatory material are limited to financial planning and portfolio management, which suggests a client-facing, bespoke approach to household portfolios rather than a product-centric or platform distribution model.

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Public Holdings

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Location & Offices