Latitude Wealth Management Employee Directory

Q: What is Latitude Wealth Management known for?

Latitude Wealth Management was founded in 2014. Latitude Wealth Management operates in the Financial Services industry.

Q: How many employees does Latitude Wealth Management have currently?

Latitude Wealth Management has approximately 2 employees.

Financial ServicesUnited States2-10 Employees

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.

Find Latitude Wealth Management employees' phone numbers or email addresses

Latitude Wealth Management Global Highlights

North America
5

United States Of America
5

Latitude Wealth Management's Leadership

B. R.
Client Relations Manager
Mobile Phone
Email

Contact profiles from Latitude Wealth Management

Name

Title

Contact Info

Location

Last Update

B. R.
Client Relations Manager
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Latitude Wealth Management known for?

Latitude Wealth Management was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 7117 W Hood Place, Suite 120 Kennewick, WA 99336, US; 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?

Latitude 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?

Latitude Wealth Management has approximately 2 employees as of October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, Latitude Wealth Management's key employees include:

Client Relations Manager: B. R.

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