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LATITUDE ADVISORS, LLC

· CRD 151001 · IAPD ↗ · latitudefinancial.net · 630-553-3730

$566.5MRegulatory AUM
65Advisory reps
66Employees
30Clients
11-25Planning clients
0Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — LATITUDE ADVISORS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — LATITUDE ADVISORS, LLC crossed $500M in regulatory AUM ($379.5M -> $566.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
August 2024 — LATITUDE ADVISORS, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.