LARSON WILLIAMS WEALTH ADVISORS, LLC
LARSON WILLIAMS WEALTH ADVISORS, LLC of CEDAR CITY, UT is an SEC-registered investment adviser (CRD 311414). Regulatory assets under management: $140.0M.
Registration
- CRD: 311414
- SEC file number: 801-135871
- Type: Registered investment adviser
- Location: 415 N MAIN STREET, CEDAR CITY, UT, 84721
- Phone: 435-867-5685
- Latest filing: 2026-03-19
- Regulatory AUM: $140.0M
- Discretionary AUM: $140.0M
- Clients: 2
- Accounts: 1,007
Business model
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Levi B Larson | MEMBER | — |
| Dallen Wade Williams | MEMBER/CHIEF COMPLIANCE OFFICER | — |
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