# Andrew White

> Andrew White is a fee-only financial advisor at Latham Financial in Ivyland, Pennsylvania. Andrew focuses on crypto & digital assets. Latham Financial reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/andrew-white/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Latham Financial
- **Based in:** Ivyland, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.6M across 28 accounts
- **Specialties:** Crypto & digital assets
- **Works with:** Early-career professionals
- **CRD:** 8100375 (https://adviserinfo.sec.gov/individual/summary/8100375)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://lathaminvesting.com

## Frequently asked questions

### Is Andrew White a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Latham Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew's firm, Latham Financial, reports charging a percentage of assets on its SEC Form ADV.

### How much does Andrew charge?

According to Latham Financial's website, checked October 30, 2026: no asset minimum.

### Does Andrew work with clients virtually?

Yes. Latham Financial says on its website that it works with clients remotely.

### Where is Andrew White based?

Andrew White is based in Ivyland, Pennsylvania.

### What does Andrew specialize in?

Andrew's specialties include crypto & digital assets. Andrew works with early-career professionals.

### Is Andrew White registered with the SEC?

Yes. Andrew White is registered as an investment adviser representative in PA (CRD 8100375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Latham Financial manage?

Latham Financial reports $1.6M across 28 accounts in assets under management.

### How do I contact Andrew White?

Through Andrew's website, lathaminvesting.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8100375): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.lathaminvesting.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.