Latko Wealth Management, Ltd.
Firm details
- Headquarters
- Frankfort, Illinois
- CRD number
- 282423
- Registered since
- May 16, 2018
- Website
- www.latkowealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.13%
- Individuals27.87%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Latko Wealth Management, Ltd. is an independent, SEC-registered registered investment adviser founded in 2018 and owned by an individual principal. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fees include a percentage of assets under management as well as hourly and fixed-fee arrangements. Latko is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Other1%
Owners & executives
1 of 1
David Latko
President and CEOCRD 1013326
Contacts
2 of 2
David Latko
IARCRD 6147725
Janice Latko
DirectorCRD 5662467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$217M in ETFs
100%
$217M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $50.6M | 67,508 | 23.27% |
Location
Frankfort, IL
Will
Location
Frankfort, IL
Headquartered in Frankfort, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Will
- Address
- 45 E Colorado Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Prairieview Wealth & Tax Advisors
RIAFrankfort, IL
Mcdonnell Capital Management
RIAFrankfort, IL
Providence Wealth Advisors, LLC
RIAFrankfort, IL
HFR Investments, LLC
RIAChicago, IL
HFR Asset Management, L.L.C.
RIAChicago, IL
Kenney Investments Inc
RIANorthfield, IL