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$43.3M Total AUM
$43.3M Disc. AUM
-- 3Y CAGR
1 Employees
113 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-12-2013
- Office Locations
- 1
Office Locations
-- Gainesville GA
About Larsen Wealth Management, LLC
Larsen Wealth Management is a fee-only fiduciary firm led by CFP professional Roy Larsen, serving pre-retirees and retirees (age 50+) with retirement planning, tax planning, income optimization, trust creation, and ongoing investment management. Portfolios are primarily ETF-based, with assets custodied at Charles Schwab. The firm meets families in-home and works with clients across states using modern planning technology.
Team overview
60 AVG AGE
$43.3M AVG AUM / ADVISOR
$382.7K AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Timber Ridge foundation Value focus
Investment Themes
Signal Signal Beacon capital Catalyst fusion
Investment Vehicles
Signal
Platform
Ember wave
Services
Delta zenith Pathway Vertex Insight peak Radial meridian Legacy Ember Ridge delta
Owner & Executives
ROY LARSEN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4241890
- Ownership
- 75% or more
(556) 301-6206
zenith.delta@capitalcapital.com
in linkedin.com/in/insight-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,250,000
Equity - Exchange:
35.9% Corporate - Investment Grade:
26.1% Cash:
38.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,160,178,732 | 35.9% |
| Corporate - Investment Grade | $1,570,492,059 | 26.1% |
| Cash | $2,286,540,163 | 38.0% |
| Total | $6,017,210,954 | 100.0% |