CRD: 311414
Larson Williams Wealth Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway signalVector matrix
- Established Date
- 02-23-2021
- Office Locations
- 1
Office Locations
About Larson Williams Wealth Advisors, LLC
Larson Williams Wealth Advisors, LLC is a Cedar City, Utah RIA providing goals-based financial planning and retirement-focused advice, with support for tax and estate planning and ongoing portfolio construction. The firm’s investment mix includes ETF-based allocations alongside public funds and fixed income (corporate and government bonds). Operates across retail and institutional channels and works with custodians including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Levi B Larson
Managing Director
- CRD
- #5607252
- Ownership
- 50% but less than 75%
DALLEN WADE WILLIAMS
Chief Compliance Officer
- CRD
- #6173863
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,020,131 | $139,047 |
| Non-Discretionary | $0 | -- |
| Total | $140,020,131 | $139,047 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $140,020,131
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $190,354,599 | 7.9% |
| Corporate - Investment Grade | $392,756,957 | 16.3% |
| Public Funds | $534,920,518 | 22.2% |
| U.S. Government/Agency | $416,852,475 | 17.3% |
| Municipal Bonds | $368,661,438 | 15.3% |
| Cash | $361,432,782 | 15.0% |
| Corporate - Non-Investment Grade | $144,573,112 | 6.0% |
| Total | $2,409,551,881 | 100.0% |