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LARSEN WEALTH MANAGEMENT
LWM ADVISORS INC
CRD 146620 · SEC 801-127193
5180 GOLDEN FOOTHILL PKWY, STE 220, EL DORADO HILLS, CA, 95762, United States
Phone
916-939-6860
Fax
916-357-9803
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.2M
Discretionary AUM
$172.2M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $55.9M |
| High net worth individuals | 45 | $109.6M |
| Pension/profit sharing plans | 2 | $0 |
| Corporations/business entities | 2 | $6.7M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD