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

LARSON WEALTH MANAGEMENT, LLC

Advisory

WEST BEND, WI

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in WI
#309
of 354 advisers by AUM
Average account
$204K
across 291 accounts
AUM per adviser
$59M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$59M
Discretionary %
100%
Clients
100
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$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients100
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

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

FORWARD INVESTMENT ADVISORS, INC.
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$61M
-29.8% 1Y
NACKERS & ASSOCIATES, INC.
BROOKFIELD, WI
$61M
+15.1% 1Y
RETIREMENT INCOME PLANNING LLC
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$62M
WISCONSIN ASSET MANAGEMENT, LLC
MEQUON, WI
$56M
-81.4% 1Y
SIMS CAPITAL MANAGEMENT LLC
MILWAUKEE, WI
$56M
+3.0% 1Y
HOBERT & SVOBODA, INC.
BROOKFIELD, WI
$62M
-53.4% 1Y

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