RIA Intel›Advisers›LATITUDE ADVISORS, LLC

LATITUDE ADVISORS, LLC

Advisory

N·

Data as of Apr 22, 2026 · Source: SEC Form ADV

Total AUM
$567M
1-Year AUM Growth
-2.4%
3-Year CAGR
+17.7%
Employees
65
Assets Under Management
Total AUM$567M
Discretionary AUM$557M
Non-Discretionary AUM$10M
Discretionary %98.2%
Total Clients1,675
Team
Total Employees65
Investment Advisers66
Employee Growth (1Y)-1.4%
Filing History
Total Filings on Record46
First FilingOct 30, 2009
Latest FilingApr 22, 2026
🔒 Full AUM trend chart and 46 historical filings spanning 17+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on LATITUDE ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →