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 registered investment adviser that serves both individual and family clients as well as select institutional relationships. Founded as an SEC-registered adviser in 2023 and owned by an individual, the firm offers fee-based financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed-fee arrangements. Larsen is not positioned as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consulting adviser.
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 3MICHAEL 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 29Active vs passive
$114M in ETFs
99%
$113M
0%
$799K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $26.8M | 125,294 | 23.45% |
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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