L
CRD: 168272
Larson Wealth Management, LLC
West Bend, WI, 53095
2623539700
$59.2M Total AUM
$59.2M Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-09-2013
- Office Locations
- 1
Office Locations
1755 West Paradise Drive West Bend WI
About Larson Wealth Management, LLC
Larson Wealth Management, LLC is a West Bend-based RIA. The firm has been operating for 13 years. Managing $59.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
56 AVG AGE
$59.2M AVG AUM / ADVISOR
$592.2K AVG AUM / CLIENT
13.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Investment Themes
Vector
Investment Vehicles
Atlas capital
Services
Foundation value Frontier vital Crest
Owner & Executives
R
RONALD JAMES LARSON JR
Chief Compliance Officer, President
- CRD
- #2439456
- Ownership
- 75% or more
(850) 491-7493
foundation.harbor@foundationcapital.com
in linkedin.com/in/frontier-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,219,540 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,219,540 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,219,540
Equity - Exchange:
37.9% Other:
22.9% Cash:
39.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $729,970,826 | 37.9% |
| Other | $441,064,167 | 22.9% |
| Cash | $755,009,404 | 39.2% |
| Total | $1,926,044,397 | 100.0% |