CRD: 146620
Larsen Wealth Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 11, 2025 and March 5, 2026, reported AUM increased 15.8%, from $148.7M to $172.2M.
Across 4 reported observations, AUM increased 65.2% between November 29, 2023 and March 5, 2026, from $104.2M to $172.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 124 clients, or 41.3 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Larsen Wealth Management's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Larsen Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Larsen Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.