LATKO WEALTH MANAGEMENT, LTD.

45 East Colorado Avenue
Frankfort, Illinois 60423
Tel: (815) 469-8887

About LATKO WEALTH MANAGEMENT, LTD.

LATKO WEALTH MANAGEMENT, LTD, formally registered with the SEC as LATKO WEALTH MANAGEMENT, LTD. The firm was established in 05/16/2018. They have over 2 offices throughout the country.

LATKO WEALTH MANAGEMENT, LTD. is a Frankfort, Illinois based Financial Planning firm with nearly $282,669,396 assets under management, offering retirement planning & investment advisory services to 1058 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282423
SEC#	801-113279
Assets Managed by Firm	$282,669,396
No. of Clients	1058
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (HOURLY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1058	$282,669,396
Individuals (other than high net worth individuals)	370	$179,814,604
High net worth individuals	100	$102,854,792

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