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LATKO WEALTH MANAGEMENT, LTD.

FRANKFORT, IL · CRD 282423 · IAPD ↗ · latkowealth.com · (815) 469-8887

$327.2MRegulatory AUM
3Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — LATKO WEALTH MANAGEMENT, LTD. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
March 2025 — LATKO WEALTH MANAGEMENT, LTD. now reports custody of client assets ($29.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
25
February 2024 — LATKO WEALTH MANAGEMENT, LTD. changed its website from davidlatko.com to latkowealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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