Latitude Wealth Management was formed in 2014 through the acquisition in 2012 of Hamilton Fisher Wealth Management by Daniel Adams, CFP®. Since 2002, we have served our clients in Southeastern Washington State, or wherever they may reside, by providing goal-focused, planning-driven financial solutions with an eye toward achieving our clients’ most important financial objectives. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.
View Top Employees from Latitude Wealth Management| Website | http://www.latitudewealth.com |
| Revenue | $1 million |
| Employees | 3 (3 on RocketReach) |
| Founded | 2014 |
| Address | 7117 W Hood Place Suite 120, Kennewick, Washington 99336, US |
| Phone | (509) 628-2291 |
| Technologies | |
| Industry | Financial Services, Business Services General, Business Services |
| Competitors | Jacob William Advisory, Lions Gate Wealth Management, Ogden Wealth, LLC, Stoneway Financial Services, Wealth Financial Services & Tax Advisory |
| SIC | SIC Code 87 Companies, SIC Code 73 Companies, SIC Code 736 Companies, SIC Code 874 Companies |
| NAICS | NAICS Code 56 Companies, NAICS Code 5611 Companies, NAICS Code 561110 Companies, NAICS Code 561 Companies, NAICS Code 56111 Companies |
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Latitude Wealth Management Questions
The Latitude Wealth Management annual revenue was $1 million in 2024.
3 people are employed at Latitude Wealth Management.
Latitude Wealth Management is based in Kennewick, Washington.
The NAICS codes for Latitude Wealth Management are [56, 5611, 561110, 561, 56111].
The SIC codes for Latitude Wealth Management are [87, 73, 736, 874].
Top Latitude Wealth Management Employees
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