Single Family OfficeRIA · CRD 337217SEC-Registered

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Latham Financial

Latham Financial LLC is an SEC-registered investment adviser with approximately $1 million in regulatory assets under management. The firm has 1 employee and 1...

Latham Financial

Latham Financial LLC is an SEC-registered investment adviser with approximately $1 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

Who operates Latham Financial LLC?

No named principals, officers, or registered agents beyond the Delaware incorporation filing are publicly available. The firm's ownership and management structure is not disclosed.

What is the wealth origin behind Latham Financial?

No public records identify the source of wealth. The entity name does not correspond to known wealthy families or publicly traded companies.

Does Latham Financial disclose any investments or portfolio companies?

No investment holdings, deal activity, or portfolio companies are recorded in public databases, news archives, or SEC filings. The firm has not filed 13F or D forms.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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