Larsen Wealth Management
Larsen Wealth Management is an SEC-registered wealth manager in El Dorado Hills, CA with $172.2M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Larsen Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146620, SEC 801-127193, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $172.2M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- El Dorado Hills, CA
- Employees
- 3
- Clients
- 124
- CRD
- 146620
- Ownership
- LARSEN, KAYLE, ERIK; HASKINS, MICHAEL, BRIAN
How much AUM does Larsen Wealth Management have?
Larsen Wealth Management reported $172.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Larsen Wealth Management?
Disclosed owners and executives of Larsen Wealth Management include LARSEN, KAYLE, ERIK, HASKINS, MICHAEL, BRIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.