LeadIQ logo
Learn more at LeadIQ.com

Insights

Loading spinner
Gathering insights about Latitude Wealth Management®…

Latitude Wealth Management® Tech Stack

Latitude Wealth Management® uses 8 technology products and services including Facebook Pixel, WP Rocket, Google Fonts API, and more. Explore Latitude Wealth Management®'s tech stack below.

  • Facebook Pixel
    Analytics
  • WP Rocket
    Caching
  • Google Fonts API
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • JSON-LD
    Javascript Frameworks
  • Slick
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • Gravity Forms
    Web Platform Extensions

Media & News

Latitude Wealth Management®'s Email Address Formats

Latitude Wealth Management® uses at least 1 format(s):
Latitude Wealth Management® Email FormatsExamplePercentage
First@latitudewealth.comJohn@latitudewealth.com
100%

Frequently Asked Questions

Where is Latitude Wealth Management®'s headquarters located?

Minus sign iconPlus sign iconLatitude Wealth Management®'s main headquarters is located at 7117 West Hood Place Suite 120 Kennewick, Washington 99336 United States. The company has employees across 1 continents, including North America.

What is Latitude Wealth Management®'s phone number?

Minus sign iconPlus sign icon You can contact Latitude Wealth Management®'s main corporate office by phone at
+1-509-628-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Latitude Wealth Management®'s official website and social media links?

Minus sign iconPlus sign iconLatitude Wealth Management®'s official website is latitudewealth.com and has social profiles on LinkedIn.

What is Latitude Wealth Management®'s SIC code NAICS code?

Minus sign iconPlus sign iconLatitude Wealth Management®'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Latitude Wealth Management® have currently?

Minus sign iconPlus sign iconAs of April 2026, Latitude Wealth Management® has approximately 2 employees across 1 continents, including North America. Key team members include Client Relations Manager: B. R.. Explore Latitude Wealth Management®'s employee directory with LeadIQ.

What industry does Latitude Wealth Management® belong to?

Minus sign iconPlus sign iconLatitude Wealth Management® operates in the Financial Services industry.

What technology does Latitude Wealth Management® use?

Minus sign iconPlus sign iconLatitude Wealth Management®'s tech stack includes Facebook PixelWP RocketGoogle Fonts APIGoogle CloudJSON-LDSlickBootstrapGravity Forms.

What is Latitude Wealth Management®'s email format?

Minus sign iconPlus sign iconLatitude Wealth Management®'s email format typically follows the pattern of First@latitudewealth.com. Find more Latitude Wealth Management® email formats with LeadIQ.

When was Latitude Wealth Management® founded?

Minus sign iconPlus sign iconLatitude Wealth Management® was founded in 2014.

Latitude Wealth Management®

Financial ServicesWashington, United 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.

Section iconCompany Overview

Headquarters
7117 West Hood Place Suite 120 Kennewick, Washington 99336 United States
Phone number
+1-509-628-****
Website
latitudewealth.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Latitude Wealth Management®'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Latitude Wealth Management®'s revenue is estimated to be in the range of $1M$10M

Company Leadership

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

Employee Directory

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.