Andrew White
Latham Financial · Ivyland, Pennsylvania
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.
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Specialties
Who they serve
- Early-career professionals
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 |
| Accepting new clients | Yes |
| Assets under management | $1.6M across 28 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8100375 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lathaminvesting.com |
| Profile |
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Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Latham Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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