# Latitude Advisors

Latitude Advisors is a Bank / Wealth / Trust based in Vero Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Vero Beach, United States
- **Region:** North America
- **Address:** Vero Beach, FL, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** latitudefinancial.net
- **LinkedIn:** https://www.linkedin.com/company/latitude-advisors/

## Regulatory record

- **CRD number:** 151001
- **SEC file number:** 801-70420
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-22
- **Reports private funds:** No

## About

Latitude Advisors is an SEC-registered investment adviser since 2009. The firm manages $567 million in assets, with $557 million on a discretionary basis. It has 66 employees and 65 registered investment advisers.

## Questions

### What geographic market does Latitude Advisors serve?

The firm operates exclusively from Vero Beach, Florida, and its client base is predominantly local or regional, concentrated along Florida's Treasure Coast. There are no satellite offices or indications of a broader national footprint.

## Related profiles

- [Latin American Reserve Fund](https://altss.com/profile/latin-american-reserve-fund)
- [Latko Wealth Management](https://altss.com/profile/latko-wealth-management)

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Updated: 2026-10-23T13:05:51Z

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