LARSEN WEALTH MANAGEMENT

RIASEC RegisteredEst. 2023
Total AUM
$172M
Discretionary
$172M
100% of AUM
Avg account
$280K
Accounts
616
Employees
3
Advisory reps
3

Firm details

Headquarters
EL DORADO HILLS, California
CRD number
146620
Registered since
December 1, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI63.63%
  • Individuals32.45%
  • Corporations / Businesses3.92%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Larsen Wealth Management is an independent, corporation-structured registered investment adviser that serves both individual and family clients as well as select institutional relationships. Founded as an SEC-registered adviser in 2023 and owned by an individual, the firm offers fee-based financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed-fee arrangements. Larsen is not positioned as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 96%, Exchange Traded Equities 2%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%96%
  • Public Funds/Mutual Funds96%
  • Exchange Traded Equities2%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • MICHAEL HASKINS

    Financial PlannerCRD 4853916

  • KAYLE LARSEN

    OwnerCRD 2877627

  • William Henley

    Lead AdvisorCRD 6640767

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 29

Active vs passive

$114M in ETFs

Passive

99%

$113M

Active

0%

$799K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 VALUE ETF (IWD)BlackRockPassiveLarge Value$26.8M125,29423.45%

Location

Primary office

EL DORADO HILLS, CA

EL DORADO

Location

EL DORADO HILLS, CA

Headquartered in EL DORADO HILLS, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
EL DORADO
Address
5180 Golden Foothill Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth