Larsen Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 169482
- Website
- www.investinretirement.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.49%
- Individuals7.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Larsen Wealth Management, LLC is an independent, owner-operated RIA that provides fee-based portfolio management and financial planning for individuals and small business owners. The firm bills on a percentage-of-AUM basis and focuses on individualized advisory relationships rather than institutional pension or multi-state advisory work. Its advisory scope is centered on traditional financial planning and discretionary portfolio management; the firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities95%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Roy Larsen
Senior Wealth StrategistCRD 4241890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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