LATKO WEALTH MANAGEMENT, LTD.
CRD #282423 SEC #801-113279 FRANKFORT, IL (815) 469-8887
SEC Registered
Total AUM
$282.7M
Discretionary
$282.7M
Employees
7
Clients
0
Accounts
1,058
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $282.7M | $282.7M | $0 | 7 | 0 |
| Oct 2025 | $282.7M | $282.7M | $0 | 7 | 0 |
| Feb 2025 | $282.7M | $282.7M | $0 | 7 | 0 |
| Feb 2025 | $282.7M | $282.7M | $0 | 7 | 0 |
| Jan 2024 | $231M | $231M | $0 | 6 | 0 |
| Dec 2023 | $187.5M | $187.5M | $0 | 6 | 0 |
| Aug 2023 | $187.5M | $187.5M | $0 | 6 | 0 |
| Jan 2023 | $187.5M | $187.5M | $0 | 6 | 0 |
| Jun 2022 | $206.6M | $206.6M | $0 | 6 | 719 |
| Jan 2022 | $206.6M | $206.6M | $0 | 6 | 719 |
| Aug 2021 | $160.1M | $160.1M | $0 | 6 | 672 |
| Jan 2021 | $160.1M | $160.1M | $0 | 6 | 672 |
| Jun 2020 | $130M | $130M | $0 | 5 | 314 |
| Jun 2020 | $130M | $130M | $0 | 5 | 314 |
| Jan 2020 | $130M | $130M | $0 | 5 | 314 |
| Feb 2019 | $107M | $0 | $107M | 5 | 314 |
| Apr 2018 | $100.8M | $100.8M | $0 | 5 | 314 |
DateDec 2025
Total AUM$282.7M
Discretionary$282.7M
Non-Disc.$0
Employees7
Clients0
DateOct 2025
Total AUM$282.7M
Discretionary$282.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$282.7M
Discretionary$282.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$282.7M
Discretionary$282.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees6
Clients0
DateDec 2023
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees6
Clients0
DateJan 2023
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees6
Clients719
DateJan 2022
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees6
Clients719
DateAug 2021
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees6
Clients672
DateJan 2021
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees6
Clients672
DateJun 2020
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees5
Clients314
DateJun 2020
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees5
Clients314
DateJan 2020
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees5
Clients314
DateFeb 2019
Total AUM$107M
Discretionary$0
Non-Disc.$107M
Employees5
Clients314
DateApr 2018
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees5
Clients314