CRD: 146620
Larsen Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-03-2023
- Office Locations
- 1
Office Locations
About Larsen Wealth Management
Larsen Wealth Management is an independent, privately owned RIA serving families and individuals with wealth. The firm emphasizes personalized financial planning and investment management, with portfolio decisions driven by its own philosophy and research rather than a fund company or brokerage model. Team includes CFP professionals, and supports client accounts held at platforms such as Charles Schwab and Pershing.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KAYLE ERIK LARSEN
Investment Advisor, President
- CRD
- #2877627
- Ownership
- 75% or more
MICHAEL BRIAN HASKINS
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4853916
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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William Dalton Henley
Investment Advisor
- CRD
- #6640767
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,213,327 | $279,567 |
| Non-Discretionary | $0 | -- |
| Total | $172,213,327 | $279,567 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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