LARSON WEALTH MANAGEMENT, LLC

LARSON WEALTH MANAGEMENT, LLC of MESA, AZ is an SEC-registered investment adviser (CRD 160847). Regulatory assets under management: $37.1M.

Registration

• CRD: 160847
• Type: Registered investment adviser
• Location: 1118 N RECKER RD, MESA, AZ, 85205
• Phone: 480-699-5540
• Latest filing: 2026-03-31
• Regulatory AUM: $37.1M
• Discretionary AUM: $36.0M
• Non-discretionary AUM: $1.1M
• Clients: 1
• Accounts: 531

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160847 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search