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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-09-2020
- Office Locations
- 1
Office Locations
About Firstline Financial LLC
FirstLine Financial LLC is an Arizona-based advisory firm focused on retirement planning and retirement income strategy, including “second opinion” reviews. The team delivers holistic financial planning and portfolio construction using a proprietary W.R.A.P. planning process, with an ETF- and fixed income–oriented approach and an emphasis on risk management and tax-efficient strategies. Primary custodian: Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 81 clients, or 81 clients per representative. That equates to $393.2K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Firstline Financial LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RYAN DAVID LARSON
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #6063533
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,848,319 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,848,319 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Firstline Financial LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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