Larsen Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,250,000
Total clients
50
66% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$865,000
About
Larsen Wealth Management is an independent, single-advisor RIA that serves individual and high‑net‑worth clients with comprehensive financial planning and discretionary portfolio management. The firm prepares an Investment Policy Statement for each client and can assist in selecting third‑party money managers or using turnkey asset management platforms.
The adviser combines multiple methods of analysis — including charting, fundamental, technical, quantitative analysis, and modern portfolio theory — and implements a broad set of strategies from long‑term investing to short sales, margin and options trading. Portfolios may include mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), real estate funds, hedge funds, alternative investments and private placements, and accounts are reviewed at least quarterly by the sole advisor.
Distinctive for a solo independent firm of this size, Larsen makes use of complex and illiquid strategies and may direct clients to third‑party managers or a TAMP in addition to in‑house management. The firm has a documented business continuity and succession arrangement with an external succession firm and a designated backup advisor with a right of first refusal to acquire the business, recommends a specific custodian (Charles Schwab Institutional) for execution, and bills advisory fees quarterly in advance.
Client services
Expertise
Fee options
$750,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.65% $5,000,001+: 0.60%
Account minimum: $750,000 Minimum fee: Clients with less than $750,000 will not be charged more than $1,875 per quarter. Fee-only: Standard fees based on assets under management; no commissions or performance-based fees.
Main office location
Larsen Wealth Management, LLC
Gainesville GA, United States
Number of offices
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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