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- Custodian
- Altruist · Charles Schwab & Company · Interactive Brokers · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-24-2013
- Office Locations
- 1
Office Locations
About Larson Wealth Management, LLC
Larson Wealth Management is an independent, fiduciary RIA in Mesa, AZ providing multi-dimensional financial planning and portfolio management for individuals and businesses, including risk management, insurance planning, and estate/wealth transfer planning. Investment guidance emphasizes consistency and limiting downside, often implemented with diversified, risk-managed asset allocation using ETFs and index funds. Investment advice is fee-only (no investment-related commissions) and the firm highlights a high advisor-to-client service focus.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DON CARLOS LARSON
Investment Advisor, Manager
- CRD
- #3208491
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,982,330 | -- |
| Non-Discretionary | $1,113,810 | -- |
| Total | $37,096,140 | -- |
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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 |
| Total | Available | Available |
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