← Tributary

LARSEN WEALTH MANAGEMENT

EL DORADO HILLS, CA · CRD 146620 · IAPD ↗ · larsenwealthmanagement.com · 916-939-6860

$172.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — LARSEN WEALTH MANAGEMENT reported RAUM up 26% ($120.4M -> $151.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — LARSEN WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.