# Latham Financial

Latham Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://lathamfinancial.com

## Regulatory record

- **CRD number:** 337217
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337217

## About

Latham Financial LLC is a state-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.

## 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.

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- [Vantus Wealth](https://altss.com/profile/vantus-wealth)
- [REAL AGENCY WEALTH LLC](https://altss.com/profile/real-agency-wealth-llc)

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Last updated: 2026-07-06T01:24:20.070Z

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