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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Latko Wealth Management Ltd
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|---|---|
| CRD # | 282423 |
| SEC # | 801-113279 |
| CIK # | 0001937769 |
| AUM | $282.7 M (2025-02-06) |
| Employees | 7 (43% Investors, 29% Brokers) |
| Phone | 815-469-8887 |
| Address | 45 East Colorado Avenue Frankfort, IL 60423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Apple Inc | 3.1 | ||
| Merck & Co Inc | 2.1 | ||
| Amazon Com Inc | 1.2 | ||
| Nvidia Corp | 0.8 | ||
| Microsoft Corp | 0.6 | ||
| Salesforce Com Inc | 0.6 | ||
| Intuit Inc | 0.5 | ||
| Costco Wholesale Corp /NEW | 0.4 | ||
| Texas Instruments Inc | 0.4 | ||
| Walt Disney Co | 0.3 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 370 | 179.8 |
| (b) Individuals (high net worth individuals) | 100 | 102.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,058 | 282.7 |
| By Discretionary | ||
| Discretionary | 1,058 | 282.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,058 | 282.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 282.7 | |
| Total | 1,058 | 282.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001937769] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trisperity Advisors LLC
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|
TX | 0.3 |
|
Boothe Investment Group Inc
✚
|
DE | 0.3 |
|
Theory Financial LLC
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|
CO | 0.3 |
|
Retirement Planning Group LLC
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|
NY | 0.3 |
|
Western Financial Corporation
✚
|
CA | 0.3 |
|
Ayrshire Capital Management LLC
✚
|
CT | 0.3 |
|
Artifex Financial Group LLC
✚
|
OH | 0.3 |
|
Tower View Wealth Management LLC
✚
|
0.3 | |
|
Luminvest Wealth Management LLC
✚
|
0.3 | |
|
Creegan & Nassoura Financial Group LLC
✚
|
NH | 0.3 |