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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2016
- Office Locations
- 1
Office Locations
About Latko Wealth Management, Ltd.
Latko Wealth Management, Ltd. is a fiduciary wealth management and financial planning firm focused on guiding individuals and families through life transitions with a strong emphasis on client education and clear communication. They use dynamic scenario analysis to support retirement and legacy/estate planning, and seek to keep costs transparent by primarily using low-cost ETFs and mutual funds. The firm is currently accepting new clients by referral only and is active in financial education through a Dave Ramsey–affiliated high school curriculum sponsorship.
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Accredited Investors
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Investment Themes
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Owner & Executives
DAVID WARREN LATKO
President
- CRD
- #1013326
- Ownership
- 50% but less than 75%
JANICE ORISSA LATKO
Advisor, Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Crest delta
Radial pathway meridian
- CRD
- #40007
- Ownership
- 37.2%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $327,160,399 | $288,501 |
| Non-Discretionary | $0 | -- |
| Total | $327,160,399 | $288,501 |
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Separately Managed Accounts
Total SMA Asset: $327,160,399
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,507,852,003 | 22.4% |
| Public Funds | $484,666,715 | 7.2% |
| Cash | $1,837,694,629 | 27.3% |
| Other | $1,427,074,217 | 21.2% |
| U.S. Government/Agency | $1,474,194,592 | 21.9% |
| Total | $6,731,482,156 | 100.0% |