Larson Williams Wealth Advisors, LLC

Larson Williams Wealth Advisors provides discretionary portfolio management and investment advice to individuals (including high‑net‑worth clients), charitable organizations, and businesses, and also offers IRA rollover recommendations and access to third‑party money managers and model portfolios. The firm reports managing approximately $140 million in discretionary assets and does not state a required account minimum in its brochure.

Advisory services are tailored to each client's objectives and are typically delivered on a discretionary basis; the firm either builds custom portfolios or allocates client assets to model portfolios or third‑party managers across varying risk tolerances. Larson Williams monitors sub‑advisers and may hire or terminate them without prior client approval, and its disclosed analytic methods include fundamental and technical analysis as well as modern portfolio theory.

Distinctive features noted in the brochure include an unusually high client load for the advisory team—about 500 clients supported by two advisors—which is atypical for similarly supported firms, and ownership ties to an affiliated accounting firm as well as affiliated insurance businesses. The brochure also discloses that advisory personnel are licensed insurance agents who may receive commissions and that the firm recently transitioned to SEC registration, with related‑party business activities described and disclosed as potential conflicts of interest.