Overview
Assets Under Management: $172 million
Headquarters: EL DORADO HILLS, CA
High-Net-Worth Clients: 45
Average Client Assets: $2.4 million
Frequently Asked Questions
LARSEN WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146620), LARSEN WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
LARSEN WEALTH MANAGEMENT is headquartered in EL DORADO HILLS, CA.
LARSEN WEALTH MANAGEMENT serves 45 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, LARSEN WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
LARSEN WEALTH MANAGEMENT manages $172 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, LARSEN WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.63%
Average Client Assets: $2.4 million
Total Client Accounts: 616
Discretionary Accounts: 616
Regulatory Filings
CRD Number: 146620
Filing ID: 2065729
Last Filing Date: 2026-03-05 11:08:51