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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-12-2013
- Office Locations
- 1
Office Locations
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.
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 113 clients, or 113 clients per representative. That equates to $382.7K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 30, 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
- Investment Themes
- Investment Vehicles
- Platform
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The full Larsen Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROY LARSEN
Chief Compliance Officer, Managing Member
- CRD
- #4241890
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Larsen Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.