This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$0Item 5.F on the latest filing (2026-09-03); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

0

CRD

341515

Filings on the tape

1

First filed

Sep 3, 2026

Latest filed

Sep 3, 2026

Organised

Limited Liability Company, KS

Website

latticeworkfinancial.com

• Occurred

  Apr 20, 2026
  Team lift-out

  2 advisors left Raymond James Financial Services Advisors, Inc (Leawood, KS) for Latticework Investment Management within 2 days

  Form ADVobserved 6 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d5808558-99a1-028b-44c1-ee126b3ab133

First observed

Sep 3, 2026

Last observed

Sep 3, 2026 18 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.