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Building 2LARSON WILLIAMS WEALTH ADVISORS, LLC

Map pinCEDAR CITY, UT
Phone435-867-5685
NotebookSEC #801-135871
Total AUM
$140M
Employees
2
Clients
537

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
415 N MAIN STREET
SUITE 104
CEDAR CITY
UT 84721
United States
Operating Hours
9:00 AM -4:00 PM
Monday - Friday
Phone
435-867-5685

ReceiptFinancials

Total AUM
$140M
Accounts
1,007
Discretionary
$140M
Accounts
1,007
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
382
AUM
$32.1M
HNW Individual Clients
127
AUM
$98.9M
Corporation or Business Clients
28
AUM
$9.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NVTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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