L
$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-19-2025
- Office Locations
- 1
Office Locations
-- Ivyland PA
About Latham Financial LLC
Latham Financial LLC is an Ivyland, PA-based wealth management firm providing personalized investment and portfolio management and financial planning. The firm emphasizes asset allocation and risk management and commonly uses ETFs and mutual funds in client portfolios. Custody is through Charles Schwab & Co.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$177.0K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
Andrew Latham White
Owner
- CRD
- #8100375
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,239,006 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,239,006 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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