Kevion L. Latham

NORTHWEST ASSET MANAGEMENT

Pittsburgh, PA 15222

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CRD#: 6045782

Professional summary

Kevion Lamar Latham, CFP®, who also goes by Kevion L Latham, Kevion Lamar Latham, is a registered financial advisor currently at NORTHWEST ASSET MANAGEMENT located in Pittsburgh, Pennsylvania.

Kevion is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kevion has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevion L Latham | Kevion Lamar Latham

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

806 Gallant Fox Ln, LLC. No. 240 Executive Dr, 2573, Cranberry Twp, PA 16066. Real Estate. Owner. 03/01/2025. 4 hours a month. 0 hours a month. Overseeing the management of rental property. GreenRose Tax & Accounting. No. 240 Executive Dr, 2573, Cranberry Twp, PA 16066. Tax & Accounting. Owner. 01/01/2021. 20 hours a month. 0 hours a month. Overseeing the accounting reports for clients and coordinating bill payment at the discretion of the client. Insurance. Yes. 240 Executive Dr, 2573, Cranberry Twp, PA 16066. Insurance Sales (Life, Disability, Property & Casualty). Producer. 11/2012. 16 hours a month. 8 hours during securities trading hours. Helps clients by providing insurance sales and service. GreenRose Wealth Management, LLC. Yes. Same address. No client involvement and not a Registered Investment Adviser. GreenRose Wealth Management, LLC. and NWAM, LLC. are unaffiliated entities. Owner. 11/2018.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevion Lamar Latham's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

May 30, 2025 - Present

NORTHWEST ASSET MANAGEMENT

Office #1: 2000 Smallman St. Ste. 203a, Pittsburgh, PA 15222

RIA

CRD#: 147923

Pittsburgh, PA

Past

February 2, 2024 - May 30, 2025

FOCUS PARTNERS WEALTH, LLC

RIA

CRD#: 159289

Cranberry Townshpi, PA

Past

May 30, 2019 - March 7, 2024

KAILASA CAPITAL MANAGEMENT LLC

RIA

CRD#: 286159

Cranberry Township, PA

Past

December 21, 2018 - March 7, 2024

GREENROSE WEALTH MANAGEMENT, LLC

RIA

CRD#: 299609

PITTSBURGH, PA

Past

November 6, 2017 - December 5, 2018

SIGNIFY WEALTH LLC

RIA

CRD#: 160094

Seven Fields, PA

Past

March 28, 2014 - November 3, 2017

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

BEAVER, PA

Past

February 26, 2014 - November 3, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

BEAVER, PA

Past

July 24, 2012 - February 20, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BEAVER, PA

Past

May 21, 2012 - February 20, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BEAVER, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NORTHWEST ASSET MANAGEMENT

CRD#: 147923 / SEC#: 801-69483

RIA

Registered Investment Advisory firm - (8/20/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/30/2025)

IAR

Texas
(8/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/23/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/18/2012

General Securities Representative Examination

Current Firm

NORTHWEST ASSET MANAGEMENT

CRD#: 147923 / SEC#: 801-69483

RIA

Registered Investment Advisory firm - (8/20/2008 Approved)

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Contact information

Main Address

2835 82nd Avenue Se Ste 100, Mercer Island, WA 98040

Mailing Address

Phone number

(206) 838-3680

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (147923) (3/31/2025)

ADV PART 2 NWASSET WRAP (147923) (3/31/2025)

Regulatory assets under management

Total Number of Accounts	8,844
AUM (Assets Under Management)	$ 3,608,262,509

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Kevion L. Latham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevion Lamar Latham's CRS (Customer Relationship Summary).

Certified licenses

Experience

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.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

NORTHWEST ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/23/2012

SIE

Date: 11/3/2017

Series 7

Date: 5/18/2012

Current Firm

NORTHWEST ASSET MANAGEMENT

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NORTHWEST ASSET MANAGEMENT

TRUST BUT VERIFY

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