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LARSON WEALTH MANAGEMENT, LLC
CRD 168272
1755 WEST PARADISE DRIVE, WEST BEND, WI, 53095, United States
Phone
262-353-9700
Fax
262-306-0033
Registration
— (—)
Source
State registered
Total AUM
$59.2M
Discretionary AUM
$59.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $31.6M |
| High net worth individuals | 17 | $27.7M |
All web addresses on file
Official SEC filing: View on IAPD