LARSON WILLIAMS WEALTH ADVISORS, LLC
Firm details
- Headquarters
- CEDAR CITY, Utah
- CRD number
- 311414
- Registered since
- April 16, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.61%
- Individuals22.91%
- Corporations / Businesses6.48%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Larson Williams Wealth Advisors, LLC is a fee-based wealth manager that runs exclusively discretionary portfolios for a mix of individual, family and institutional clients. The firm emphasizes portfolio management across household and business accounts and serves as a capital allocator that also selects third‑party advisers when needed. Its stated investment tilt is toward fixed‑income solutions while maintaining a meaningful allocation to exchange‑traded equities for liquidity and market exposure. Larson Williams Wealth Advisors, LLC does not identify as an ESG-focused manager and reports a single-custodian relationship for its assets.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities35%
- Investment Grade Corp Bonds22%
- Public Funds/Mutual Funds21%
- US Government Bonds15%
- State & Local Bonds4%
Contacts
2 of 2DALLEN WILLIAMS
Financial AdvisorCRD 6173863
Levi Larson
Financial AdvisorCRD 5607252
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CEDAR CITY, UT
IRON
Location
CEDAR CITY, UT
Headquartered in CEDAR CITY, UT, in the West of the United States.
- Region
- West
- County
- IRON
- Address
- 415 N Main St
- Time zone
- MT (UTC-7)
- Office locations
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