EL DORADO HILLS, CACRD 146620Latest ADV March 5, 2026
Larsen Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in El Dorado Hills, CA. Its latest Form ADV filing, dated March 5, 2026, reports $172M in regulatory assets under management, 3 employees, and 616 accounts.
Assets Under Management
$172M
Employees
3
Offices
--
Total Clients
124
Primary office
EL DORADO HILLS, CA
5180 GOLDEN FOOTHILL PKWY, STE 220, EL DORADO HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.5% of total clients.
Top client categories% of clientsClients
1
Individuals
60.5%
75
2
HNWI
36.3%
45
3
Pension Plans
1.6%
2
4
Corporations
1.6%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of March 5, 2026
Discretionary100.0%
$172M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$172M
Total Accounts616
10Y AUM Change+$172M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee41:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.