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LARSEN WEALTH MANAGEMENT
5180 Golden Foothill Pkwy, Ste 220
El Dorado Hills, California 95762
Tel: 916-939-6860
About LARSEN WEALTH MANAGEMENT
LARSEN WEALTH MANAGEMENT, formally registered with the SEC as LARSEN WEALTH MANAGEMENT. The firm was established in 12/01/2023. They have over 2 offices throughout the country.
LARSEN WEALTH MANAGEMENT is a El Dorado Hills, California based Financial Planning firm with nearly $151,387,851 assets under management, offering retirement planning & investment advisory services to 608 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146620 |
| SEC# | 801-127193 |
| Assets Managed by Firm | $151,387,851 |
| No. of Clients | 608 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 608 | $151,387,851 |
| Individuals (other than high net worth individuals) | 84 | $54,578,375 |
| High net worth individuals | 40 | $86,340,593 |
| Pension and profit sharing plans | 1 | $2,727,280 |
| Corporations or other businesses | 2 | $7,741,603 |
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