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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2020
- Office Locations
- 2
Office Locations
About Viawealth, LLC
VIAWEALTH, LLC is a wealth management and financial planning firm serving busy professionals, business owners, entrepreneurs, and retirees. The team builds custom financial roadmaps around goals and risk tolerance, with planning that spans tax considerations, diversification, fee review, retirement transitions, and multi-generational legacy needs. Founded by brothers Lance and Reid Larson, the firm supports clients through an eMoney client portal and Schwab access.
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Accredited Investors
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CRM
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Owner & Executives
David Lance Larson
Founder, FOUNDING PARTNER, Managing Member
- CRD
- #7249182
- Ownership
- 50% but less than 75%
Reid Marshall Larson
FOUNDING PARTNER, Managing Member
- CRD
- #7249044
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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THOMAS WOODROW RASH III
--
- CRD
- #2459665
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $260,738,897 | $732,413 |
| Non-Discretionary | $0 | -- |
| Total | $260,738,897 | $732,413 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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