LARSON WEALTH MANAGEMENT, LLC

Overview

Larson Wealth Management, LLC is an independent, individual-owned registered investment adviser focused on serving individuals and families with financial planning and portfolio management for individuals and small businesses. The firm combines fee-based asset management with planning work billed on an hourly or fixed-fee basis, and also operates as an insurance broker, which suggests coordination of risk-transfer products alongside investment portfolios. Larson runs primarily discretionary mandates and shows a clear preference for liquid, equity-oriented strategies rather than concentrated fixed-income or illiquid alternative allocations. The adviser is not positioned as an ESG- or pension-specialist and reports a single-state operating footprint rather than a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices