Larson Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$59,219,540
Clients
100
17% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
100
Very HighAverage account size
$592,195
About
Larson Wealth Management, LLC provides financial planning, consulting, and discretionary investment management to a range of clients including individuals, trusts, retirement plans, and business entities. The firm also assists clients with implementation of insurance products and may include variable life and annuity contracts as part of its planning and implementation services.
The firm exercises discretionary trading authority and employs a mix of analytical methods — including fundamental, technical, charting, and cyclical analysis — and may allocate portions of assets to third‑party managers. For tactical hedging the firm may use leveraged or inverse exchange‑traded funds and other derivatives in separately managed accounts, generally limiting such exposure to no more than 10% of a portfolio at the time of purchase.
Noteworthy distinctions include the adviser’s status as a licensed insurance agent, which allows the firm to place insurance products directly when implementing recommendations, and the use of a d/b/a referral arrangement for some client relationships. Accounts are custodied through a major broker‑dealer platform, and the firm uses custody‑provided services such as block trading and electronic order entry while retaining discretion over manager selection and trade execution.
Client services
Financial planning
Portfolio management
Investment consulting
Expertise
General retirement planning
Income planning
Long-term care insurance
Fee options
Fixed fee per project basis, negotiated
$200 per hour (negotiable)
Fee-only: Hourly rate of $200, negotiable; fixed fees per project basis with negotiated amounts
Main office location
Larson Wealth Management, LLC
1755 West Paradise Drive
West Bend WI 53095, United States
Number of offices
1
Most active in
Larson Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")