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Latitude Wealth Management Employee Directory

Financial ServicesWashington, United States2-10 Employees

Latitude Wealth Management is a financial services firm headquartered in Kennewick, Washington. Founded in 2014 through the acquisition of Hamilton Fisher Wealth Management, the firm provides goal-focused, planning-driven financial solutions to clients in Southeastern Washington State and beyond, emphasizing assistance in achieving their most important financial objectives. Operating as an investment advisory practice, Latitude Wealth Management partners with CWM, LLC, a registered investment advisor, to offer its services, while acknowledging that third-party content on its profile may not reflect CWM, LLC’s views. The company serves a small professional team and positions itself within the broader financial services industry by delivering personalized financial planning and advisory services to individuals seeking structured, objective guidance.

Find Latitude Wealth Management employees' phone numbers or email addresses

Latitude Wealth Management Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Latitude Wealth Management's Leadership

  • Stylized image of a person
    B. R.
    Client Relations Manager
    Phone icon
    Mobile Phone

Latitude Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Latitude Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. R.
    Client Relations Manager
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Latitude Wealth Management known for?

Minus sign iconPlus sign iconLatitude Wealth Management was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 7117 West Hood Place Suite 120 Kennewick, Washington 99336 United States; you can contact the main corporate office by phone at
+1-509-628-****
. Explore Latitude Wealth Management's company overview page for more information.

What is Latitude Wealth Management's most common email format?

Minus sign iconPlus sign iconLatitude Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Latitude Wealth Management email formats with LeadIQ.

How many employees does Latitude Wealth Management have currently?

Minus sign iconPlus sign iconLatitude Wealth Management has approximately 2 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Latitude Wealth Management's key employees and leadership?

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As of May 2026, Latitude Wealth Management's key employees include:

  • Client Relations Manager: B. R.

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