Larsen Wealth Management, LLC

Larsen Wealth Management, LLC (CRD# 169482) is a financial advisory firm headquartered in Cumming, GA. They manage $21,000,000 in 162 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $129,630
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Larsen Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roy Larsen
CRD#: 4241890
3550 Beaver Cove Rd., Cumming, GA 30041
93
Wealthminder
score

Roy Larsen (CRD# 4241890) is an Investment Advisor Representative working at Larsen Wealth Management, LLC in Cumming, GA and has over 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.