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LARSON WEALTH MANAGEMENT, LLC

CRD 160847

Visit website

1118 N RECKER RD, SUITE 107, MESA, AZ, 85205, United States

Phone

480-699-5540

Fax

888-217-9836

Registration

— (—)

Source

State registered

Total AUM

$37.1M

Discretionary AUM

$36.0M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals167$24.0M
High net worth individuals16$12.0M
Pension/profit sharing plans6$1.1M

All web addresses on file

Official SEC filing: View on IAPD