LARSON WEALTH MANAGEMENT, LLC

Overview

Larson Wealth Management, LLC is an independent, owner‑run registered investment adviser operating as a limited liability company that serves both individual and institutional clients. The firm mixes fee models—percentage of assets under management, hourly charges and fixed fees—which supports both ongoing portfolio oversight and project-based planning work. Larson Wealth Management, LLC is active as an insurance broker in addition to offering financial planning, portfolio management for individuals and pooled vehicles, and pension consulting services. Investment activity centers on publicly available pooled products for core exposure, with a meaningful allocation to third‑party real estate funds as the primary alternative strategy. The firm manages most client relationships on a discretionary basis and appears to blend traditional wealth management (mutual funds, public funds) with insurance‑based and specialist real estate allocations to address income, diversification and liability‑matching objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices