David Warren Latko
Investment adviser representative at Latko Wealth Management, Ltd.
10 yearsExperience
3 statesRegistered in
$327.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- LPL Financial, LLCMay 2016 to now
- Latko Wealth Management, Ltd.Mar 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 3 states (CO, IL, TX).
Latko Wealth Management, Ltd.
$327.2MAssets managed
499Clients
2Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6147725
- Firm CRD
- 282423