RIA Intel›Advisers›Georgia›LARSEN WEALTH MANAGEMENT, LLC

LARSEN WEALTH MANAGEMENT, LLC

Advisory

GA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$206K

across 210 accounts

AUM per adviser

$43M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients50

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

33 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

BAKER WEALTH GROUP LLC

$43M

SRC WEALTH ADVISORS LLC

$44M

MCMANUS WEALTH MANAGEMENT, LLC

$43M

FAMILY HERITAGE RESOURCE, INC.

$43M

BDM INVESTMENTS, INC.

$44M

PARAMOUNT INVESTMENT ADVISORS

$42M

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