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LARSON WILLIAMS WEALTH ADVISORS, LLC
CRD 311414 · SEC 801-135871
415 N MAIN STREET, SUITE 104, CEDAR CITY, UT, 84721, United States
Phone
435-867-5685
Fax
888-501-2132
Registration
— (—)
Source
State registered
Total AUM
$140.0M
Discretionary AUM
$140.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 382 | $32.1M |
| High net worth individuals | 127 | $98.9M |
| Corporations/business entities | 28 | $9.1M |
All web addresses on file
Official SEC filing: View on IAPD