Larsen Wealth Management
Firm details
- Headquarters
- El Dorado Hills, California
- CRD number
- 146620
- Registered since
- December 1, 2023
- Website
- larsenwealthmanagement.com
- 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
FINTRXOverview
Larsen Wealth Management is an independent registered investment adviser organized as a corporation and registered with the SEC in 2023. The firm is owned by an individual and serves both individual & family and institutional clients. Its advisory offering centers on financial planning and discretionary portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. According to reported disclosures, the firm does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$133M in ETFs
99%
$132M
0%
$929K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $30.9M | 127,487 | 23.28% |
Location
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
Similar firms
Goldenstone Wealth Management
RIAEl Dorado Hills, CA
Bridgeview Capital Advisors, Inc.
RIAEl Dorado Hills, CA
Joiner Financial, LLC
RIAEl Dorado Hills, CA
Thrive Financial Planning
RIAEl Dorado Hills, CA
MW Investment Strategy
RIAEl Dorado Hills, CA
Rossi Financial Group
RIAEl Dorado Hills, CA