Kevion Latham
Kevion Latham is a CFP-designated registered investment advisor at Northwest Asset Management, based in Pittsburgh, PA, with 14 years of industry experience. Kevion operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,776 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and have a maximum annual rate of 1.75%. Actual fees may differ based on relationship size, services needed, investment strategy, and trading activity.
Fee Estimator
Location
2000 Smallman St., Ste. 203A, Pittsburgh, PA, 15222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevion owns rental real estate, a tax and accounting business, and is an insurance producer selling life, disability, property, and casualty insurance, dedicating a few hours per week to each. He also owns GreenRose Wealth Management, LLC.
Employment History
Current Registrations
Northwest Asset Management
Previous Registrations
Focus Partners Wealth, LLC
Kailasa Capital Management LLC
Greenrose Wealth Management, LLC
Signify Wealth LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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