Latticework Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Latticework Investment Management is a fee-based registered investment adviser that provides ongoing wealth management, portfolio management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm is organized as a very small advisory team and, according to its ADV, was newly registered and reported no assets under management or client accounts at the time of filing.
The firm’s investment approach emphasizes long‑term equity participation, cost minimization, tax sensitivity and behavioral coaching to help clients remain invested through market volatility. Implementation blends low‑cost and factor‑tilted funds with opportunistic fundamental analysis and selective use of options or alternative strategies when judged appropriate for a client’s objectives and risk tolerance.
A notable feature of the firm is its client education focus: it offers complimentary general educational workshops and a periodic newsletter (quarterly or more frequently) to prospective and current clients, materials that the brochure states do not constitute individualized advice. As a small two‑advisor firm the team includes advisers holding professional designations (CFA and CFP) and one adviser maintains an independent insurance license and may recommend insurance products on a disclosed commission basis; the firm also requires use of a designated qualified custodian, and its zero‑AUM, no‑client starting position distinguishes it from more established peers.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.25%
Insurance products may be recommended on a fully disclosed commission basis by an independently licensed insurance agent associated with the firm.
Minimum fee: Minimum annual fee of $2,500 Fee-only: Fee-based wealth management fees paid by clients; no commissions accepted for securities recommendations.
Main office
7420 W. 162nd Terrace
Overland Park KS 66085
Advisors at this office
2
Most active in
Kansas · Texas
Also doing business as
Konz, Augustus · Latticework Investment Management · Latticework Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Preston W
CFA®, Series 66
Overland Park, KS
Latticework Investment Management
Preston Werth is a CFA® charterholder with nine years of industry experience. He is currently with Latticework Investment Management and previously worked at Werth Wealth Advisors and Raymond James Financial Services. Werth serves as Director of Research for Werth Wealth Management LLC. Latticework Investment Management is a small, fee-based registered investment adviser that provides wealth management, portfolio management, and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm’s approach focuses on long-term equity participation, cost minimization, tax sensitivity, and behavioral coaching, utilizing a blend of low-cost and factor-tilted funds along with selective fundamental analysis and alternative strategies.
Augustus K
CFP®, Series 66
Overland Park, KS
Latticework Investment Management
Augustus Konz is a CFP® professional with eight years of experience in the financial services industry. He is currently with Latticework Investment Management, where he has worked since 2026. Previously, he was affiliated with Werth Wealth Advisors and Werth Wealth Management, as well as Raymond James Financial Services. Latticework Investment Management is a small advisory firm offering fee-based wealth management, portfolio management, and financial planning services to individuals, trusts, estates, and business entities. The firm focuses on long-term equity participation, cost efficiency, tax sensitivity, and behavioral coaching, using a mix of low-cost funds, factor-tilted strategies, and selective alternative investments.
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