Larsen Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$165,465,389
Clients
120
Advisors
3
of 3 employees
About
Larsen Wealth Management provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities. The firm delivers ongoing investment management with written investment policy statements and periodic account reviews, and it limits its recommended holdings to common instruments such as mutual funds, ETFs, fixed income, real estate funds, annuities, and equities.
The firm describes a long‑term, modern portfolio theory‑based investment approach and generally manages accounts on a discretionary basis. In addition to standard asset allocation and monitoring, the firm discloses that it may, when authorized and appropriate, employ borrowing within separately managed account structures — a practice that is relatively uncommon among similar advisers.
Operationally, Larsen Wealth Management maintains procedures that can affect trading and account access, including standing letters of authorization for transfers and the choice not to aggregate (block) trades across client accounts. The firm’s advisers also act as licensed insurance agents and disclose that insurance sales can create a potential conflict of interest, which the firm addresses through written policies and periodic review.
Client services
Expertise
Fee options
$250,000 - $299,999: 2.00% annually $300,000 - $349,999: 1.75% annually $350,000 - $399,999: 1.50% annually $400,000 - $499,999: 1.25% annually $500,000 - $4,999,999: 1.00% annually $5,000,000 - $5,999,999: 0.95% annually $6,000,000 - $6,999,999: 0.90% annually $7,000,000 - $7,999,999: 0.85% annually $8,000,000 - $8,999,999: 0.80% annually $9,000,000 - $9,999,999: 0.75% annually $10,000,000+: 0.70% annually
Account minimum: $250,000 Fee-only: Fixed fees between $1,500 and $2,500 for initial financial planning
Main office
5180 Golden Foothill Pkwy, Ste 220
El Dorado Hills CA 95762
Advisors at this office
3
Most active in
California · Texas
Also doing business as
Larsen Wealth Management · Lwm Advisors Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kayle L
CFP®, Series 63, Series 65
El Dorado Hills, CA
Larsen Wealth Management
Kayle Larsen is a CFP® with 28 years of industry experience, currently serving at Larsen Wealth Management since 2023. He previously worked at Cambridge Investment Research, Inc. for 16 years. Larsen also consults for an executive boat club operated by his wife. Larsen Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporate entities. The firm employs a long-term investment approach based on modern portfolio theory and offers discretionary portfolio management with quarterly monitoring.
Michael H
CFP®, Series 66
El Dorado Hills, CA
Larsen Wealth Management
Michael Haskins is a CFP® professional with 19 years of experience in the financial advisory industry. He is currently with Larsen Wealth Management and has previously worked at Cambridge Investment Research and its affiliated entities for 16 years. Haskins is also a licensed independent insurance agent. Larsen Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm employs a long-term investment approach based on modern portfolio theory and manages approximately $148.7 million in assets across 124 clients.
William H
CFP®
El Dorado Hills, CA
Larsen Wealth Management
William Henley is a CFP® professional with four years of industry experience. He is currently with Larsen Wealth Management and has previously worked at Cambridge Investment Research Advisors and California State University, Sacramento. He serves as Treasurer for the Christadelphian Bible Mission of Americas, a religious-based charitable organization. Larsen Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with corporate and business entity relationships. The firm utilizes a long-term investing approach grounded in modern portfolio theory, with individualized Investment Policy Statements and discretionary portfolio management.
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