Larsen Wealth Management
Firm details
- Headquarters
- El Dorado Hills, California
- CRD number
- 146620
- Registered since
- December 1, 2023
- Website
- larsenwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.63%
- Individuals32.45%
- Corporations / Businesses3.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Larsen Wealth Management is an independent, corporation-structured RIA that registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with the option of fixed fees. Larsen identifies as neither a capital allocator nor an active ESG investor, and it does not position itself as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Michael Haskins
Financial PlannerCRD 4853916
Kayle Larsen
OwnerCRD 2877627
William Henley
Lead AdvisorCRD 6640767
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$131M in ETFs
99%
$130M
0%
$1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $31.1M | 125,487 | 23.73% |
Location
El Dorado Hills, CA
El Dorado
Location
El Dorado Hills, CA
Headquartered in El Dorado Hills, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- El Dorado
- Address
- 5180 Golden Foothill Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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