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Compliance Documents

Compliance Documents

2026 Latko Wealth Management, LTD. ADV

2025 Latko Wealth Management, Ltd. Client Relationship Summary (Form CRS)

2022 LPL Financial Client Relationship Summary (Form CRS)

2026 Latko Wealth Management, Ltd. Privacy Policy

2026 Latko Wealth Management, Ltd. Wrap Fee Brochure

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