LARSON WEALTH PARTNERS, LLC
LARSON WEALTH PARTNERS, LLC of MINNEAPOLIS, MN is an SEC-registered investment adviser (CRD 309688). Regulatory assets under management: $151.6M.
Registration
- CRD: 309688
- SEC file number: 801-119081
- Type: Registered investment adviser
- Location: 6160 SUMMIT DRIVE N, SUITE 580, MINNEAPOLIS, MN, 55430
- Phone: 612-688-9800
- Latest filing: 2021-04-30
- Regulatory AUM: $151.6M
- Discretionary AUM: $133.1M
- Non-discretionary AUM: $18.5M
- Clients: 10
- Accounts: 2,258
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| Miller Scott | CHIEF COMPLIANCE OFFICER | Rye, NY |
| LARSON PAUL DOUGLAS | MEMBER | — |
| FRITH II RICHARD REID | PRESIDENT | — |
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