LARSON WEALTH MANAGEMENT, LLC

LARSON WEALTH MANAGEMENT, LLC of WEST BEND, WI is an SEC-registered investment adviser (CRD 168272). Regulatory assets under management: $59.2M.

Registration

• CRD: 168272
• Type: Registered investment adviser
• Location: 1755 WEST PARADISE DRIVE, WEST BEND, WI, 53095
• Phone: 262-353-9700
• Latest filing: 2026-03-23
• Regulatory AUM: $59.2M
• Discretionary AUM: $59.2M
• Clients: 1
• Accounts: 291

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168272 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search