SourcingSourcing

LATKO WEALTH MANAGEMENT, LTD.

B55
CRD 282423·SEC 801-113279·FRANKFORT, IL
AUM
$327.2M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$981K
@ 30% margin
Est. Deal Value
$7.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LATKO WEALTH MANAGEMENT, LTD.
CRD
282423
SEC file #
801-113279
EIN
363660410
DBA names
—

Economics

AUM
$327.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$107.0M → $327.2M▲ +206%
Client mix
Individuals Other356
Individuals High Net Worth143

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
FRANKFORT IL
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financialmedium confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/27/2026
ADV-W filed at
—
Website
latkowealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LATKO, DAVID, WARREN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
LATKO, DAVID, WARREN
LATKO, JANICE, ORISSA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LATKOWEALTH.COM
Rdap Domain Creation Date
2019-04-09T14:22:04Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001937769
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2024-10-29
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
7
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001937769-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Window
Lpl Financial1
Full
Lpl Financial5
E*trade4
Edgar Addresses
Mailing
45 E COLORADO AVEFRANKFORT, IL 60423
Business
45 E COLORADO AVEFRANKFORT, IL 60423
Edgar EIN
363660410
Edgar Recent Filings
13F-HR2026-04-29 · 0001937769-26-000003
13F-HR2026-02-10 · 0001937769-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-04-09T14:22:04Z
Rdap Domain Last Changed
2022-10-26T02:03:47Z
Rdap Nameservers
Ns29.domaincontrol.comNs30.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1013326
Trust Company Affiliate
No

People (3)

3
LATKO, DAVID, WARREN
IAR · Direct Owner · 62.5%
1013326
LATKO, JANICE, ORISSA
Direct Owner · 37.5%
5662467
LATKO, DAVID, WARREN
IAR · Executive Officer · 2.5%
6147725