Overview
Assets Under Management: $140 million
Headquarters: CEDAR CITY, UT
High-Net-Worth Clients: 127
Average Client Assets: $0.8 million
Frequently Asked Questions
LARSON WILLIAMS WEALTH ADVISORS, LLC 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 #311414), LARSON WILLIAMS WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
LARSON WILLIAMS WEALTH ADVISORS, LLC is headquartered in CEDAR CITY, UT.
LARSON WILLIAMS WEALTH ADVISORS, LLC serves 127 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, LARSON WILLIAMS WEALTH ADVISORS, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LARSON WILLIAMS WEALTH ADVISORS, LLC manages $140 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, LARSON WILLIAMS WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.61%
Average Client Assets: $0.8 million
Total Client Accounts: 1,007
Discretionary Accounts: 1,007
Regulatory Filings
CRD Number: 311414
Filing ID: 2077138
Last Filing Date: 2026-03-19 11:41:21