Larson Wealth Management, LLC

Overview

Larson Wealth Management, LLC is an independent, Wisconsin-registered advisory firm organized as an LLC and owned by an individual principal. The firm serves primarily individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its client-facing model includes fee arrangements by percentage of assets under management, hourly billing, and fixed fees. Larson also performs insurance brokerage services alongside its advisory work. The firm does not function as a capital allocator and does not position itself as an ESG or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices