1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LARSEN WEALTH MANAGEMENT

Map pinEL DORADO HILLS, CA
Phone916-939-6860
NotebookSEC #801-127193
Total AUM
$172.2M
Employees
3
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5180 GOLDEN FOOTHILL PKWY, STE 220
EL DORADO HILLS
CA 95762
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
916-939-6860

ReceiptFinancials

Total AUM
$172.2M
Accounts
616
Discretionary
$172.2M
Accounts
616
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
75
AUM
$55.9M
HNW Individual Clients
45
AUM
$109.6M
Pension/Profit Sharing Plan Clients
2
AUM
$0
Corporation or Business Clients
2
AUM
$6.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account