Latko Wealth Management, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Latko Wealth Management provides discretionary and non‑discretionary investment advisory services, financial planning, and hourly consulting primarily for individual clients (including high‑net‑worth households) as well as foundations, endowments and corporate clients. The firm manages a full range of portfolio assets and delivers ongoing account oversight across client households.
The firm uses a personalized, goal‑based process that gathers client financial details and risk tolerances to set portfolio objectives, and implements those objectives via open‑architecture platforms and model and separately managed portfolio programs. Portfolios may include mutual funds, ETFs, individual equities and fixed income, options, alternatives and annuity products, and accounts are monitored and rebalanced on a periodic basis with the option for either discretionary or non‑discretionary management.
Latko is notable among similar firms for sponsoring a wrap fee program and for operating several related businesses: a broker/dealer channel for brokerage execution, a real‑estate brokerage that can provide transactional services to clients, and advisory representatives who are also licensed insurance agents. Those affiliations create additional revenue sources and potential conflicts that the firm discloses and addresses through its fiduciary disclosures, oversight policies and client choice of implementation.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally require 50% upfront and balance upon completion; fixed fees range from $200 to $5,000 or more with approval
$0 - $5,000,000+: 0.50% - 2.0%
Clients may pay brokerage commissions and transaction fees through LPL Financial; insurance commissions may also be earned by representatives
Hourly consulting fees generally range from $200 to $400 per hour, may exceed $400
Account minimum: $100,000 for Model Wealth Portfolios (MWP); $15,000 for Optimum Market Portfolios (OMP); no minimum for Strategic Wealth Management (SWM) Fee-only: Financial planning fixed fees range from $200 to $5,000 (may exceed $5,000 with approval); hourly consulting fees range from $200 to $400 per hour (may exceed $400)
Main office
45 East Colorado Avenue
Frankfort IL 60423
Advisors at this office
2
Most active in
Arizona · Colorado · Florida · Georgia · Illinois · Indiana · Tennessee · Texas · Virginia
Also doing business as
Latko Wealth Management · Latko Wealth Management, Ltd.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David L
Series 65, Series 63
Frankfort, IL
Latko Wealth Management, Ltd.
David Latko Jr. is a financial advisor with Latko Wealth Management, Ltd. in Frankfort, IL, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has been affiliated with LPL Financial, LLC, and Latko Wealth Management since 2016. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and hourly consulting to individual clients, including high-net-worth households, as well as foundations, endowments, and corporate clients. The firm employs a personalized, goal-based process and offers a broad range of portfolio options, including mutual funds, ETFs, equities, fixed income, options, alternatives, and annuities, with ongoing account oversight.
David L
Series 63, Series 65
Frankfort, IL
Latko Wealth Management, Ltd.
David Latko is a financial advisor with Latko Wealth Management, Ltd. in Frankfort, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Latko Wealth Management since 2016 and has worked at LPL Financial since 1989. Outside of his advisory work, he runs Latko Media Enterprises Ltd., which encompasses his book writing, magazine writing, radio show, seminars, and public speaking. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and hourly consulting primarily to individual clients, including high-net-worth households, as well as foundations, endowments, and corporate clients. The firm uses a personalized, goal-based process and offers portfolios with a range of asset types, monitored and rebalanced periodically with options for discretionary or non-discretionary management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")