RIA Intel›Advisers›Arizona›LARSON WEALTH MANAGEMENT, LLC

LARSON WEALTH MANAGEMENT, LLC

Advisory

MESA, AZ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$70K

across 531 accounts

AUM per adviser

$37M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$37M

Discretionary %

97%

Clients

189

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$37M

Discretionary AUM$36M

Non-Discretionary AUM$1M

Discretionary %97%

Total Clients189

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

189 clients

16 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

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

AXIOM FOUNDERS FAMILY OFFICE, INC.

SCOTTSDALE, AZ

$37M

ELEVATE INVESTMENT MANAGEMENT, LLC

SCOTTSDALE, AZ

$37M

VAULT FINANCIAL, LLC

$37M

EPS-RIA, LLC

$38M

KRAKOWIAK FREDERICK ALAN

SCOTTSDALE, AZ

$38M

+10.3% 1Y

FINANCIAL PLANNING DIMENSIONS INC

CAREFREE, AZ

$37M

-46.4% 1Y

Get the full picture on LARSON WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LARSON WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans