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LATHAM WEALTH MANAGEMENT

EIN 83-4286634-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$815K assets
Welfare
0
Participants
3
5150 EAST PACIFIC COAST HIGHWAY, SUITE 200 - LONG BEACH, CA 90804562-346-3390lathamwealth.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$815K - 3 part

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Retirement#001

LATHAM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

401k

Assets$815K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LATHAM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN401k$815K32025
Retirement plans
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