Larson Williams Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$130,945,573
Clients
509
Advisors
2
of 2 employees
About
Larson Williams Wealth Advisors provides discretionary portfolio management and investment advice to individuals (including high‑net‑worth clients), charitable organizations, and businesses, and also offers IRA rollover recommendations and access to third‑party money managers and model portfolios. The firm reports managing approximately $140 million in discretionary assets and does not state a required account minimum in its brochure.
Advisory services are tailored to each client's objectives and are typically delivered on a discretionary basis; the firm either builds custom portfolios or allocates client assets to model portfolios or third‑party managers across varying risk tolerances. Larson Williams monitors sub‑advisers and may hire or terminate them without prior client approval, and its disclosed analytic methods include fundamental and technical analysis as well as modern portfolio theory.
Distinctive features noted in the brochure include an unusually high client load for the advisory team—about 500 clients supported by two advisors—which is atypical for similarly supported firms, and ownership ties to an affiliated accounting firm as well as affiliated insurance businesses. The brochure also discloses that advisory personnel are licensed insurance agents who may receive commissions and that the firm recently transitioned to SEC registration, with related‑party business activities described and disclosed as potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $250,000: 2.0% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% Over $1,000,000+: 1.25%
Insurance agents earn separate commissions for selling insurance products, in addition to advisory fees.
Main office
415 N Main Street, Suite 104
Cedar City UT 84721
Advisors at this office
2
Most active in
Nevada
Also doing business as
Larson Williams Wealth Advisors · Larson Williams Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Levi L
Series 63, Series 65
Cedar City, UT
Larson Williams Wealth Advisors, LLC
Levi Larson is a financial advisor at Larson Williams Wealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TownSquare Capital, LLC and Allegis Investment Services, among others. Outside of advisory services, Larson serves as a trustee for the Cedar City Hospital Foundation and is involved in insurance sales and accounting through related local businesses. Larson Williams Wealth Advisors provides discretionary portfolio management and investment advice to individuals, charities, and businesses. The firm emphasizes tailored advisory services and manages approximately $140 million in assets, utilizing both custom and model portfolios with fundamental and technical analysis as part of its investment approach.
Dallen W
Series 63, Series 65
Cedar City, UT
Larson Williams Wealth Advisors, LLC
Dallen Williams is a financial advisor at Larson Williams Wealth Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including DFPG Investments, TownSquare Capital, and Allegis Investment Advisors. Outside of his advisory role, Williams is also involved as a real estate agent with Weichert Realtors–Color Country. Larson Williams Wealth Advisors provides discretionary portfolio management and investment advice to individuals, charitable organizations, and businesses. The firm offers tailored services including custom portfolios, model portfolios, and third-party manager allocations, managing approximately $140 million in discretionary assets.
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