Larson Williams Wealth Advisors, LLC

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Client assets under management

$130,945,573

Clients

509

25% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

255

Very High

Average account size

$257,260

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

Portfolio management Selection of other advisers

Expertise

Active portfolio management Private / alternative investments Retirement income strategy

Fee options

Percentage

$0 - $250,000: 2.0% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% Over $1,000,000+: 1.25%

Commissions

Insurance agents earn separate commissions for selling insurance products, in addition to advisory fees.

Main office location

Larson Williams Wealth Advisors, LLC

415 N Main Street, Suite 104

Cedar City UT 84721, United States

Number of offices

Most active in

Nevada

Disclosures

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 435-867-5685

Advisors at this firm

Levi L

Series 63, Series 65

Cedar City, UT

Larson Williams Wealth Advisors, LLC

Levi Larson is a financial advisor with Larson Williams Wealth Advisors, LLC in Cedar City, UT, holding Series 63 and Series 65 licenses and offering 17 years of industry experience. His prior roles include positions at Townsquare Capital, Allegis Investment Services, Hornor Townsend & Kent, and Penn Mutual Life Insurance. Outside of his advisory work, Larson serves as a trustee for the Cedar City Hospital Foundation, assisting with decisions related to local healthcare projects and services. Larson Williams Wealth Advisors provides discretionary portfolio management and investment advice to individuals, charitable organizations, and businesses. The firm manages approximately $140 million in discretionary assets across about 509 clients, employing a blend of fundamental, technical, and modern portfolio theory analyses to tailor investment strategies.

Active portfolio management Private / alternative investments Retirement income strategy

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 in Cedar City, UT, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including DFPG Investments, TownSquare Capital, Allegis Investment Services, and Penn Mutual Life Insurance. Outside of advisory work, he is active as a real estate agent and president of a real estate holding company. Larson Williams Wealth Advisors provides discretionary portfolio management and investment advice to individuals, charitable organizations, and businesses. The firm manages approximately $140 million in discretionary assets for about 509 clients, using a combination of custom portfolios, model portfolios, and third-party managers, with an investment approach that integrates fundamental, technical, and modern portfolio theory analyses.

Active portfolio management Private / alternative investments Retirement income strategy

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