Larsen Wealth Management

Larsen Wealth Management (CRD# 146620) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $120,351,616 in 454 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762
https://larsenwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $265,092
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Larsen Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Michael Haskins, financial advisor El Dorado Hills CA
Michael B. Haskins
CRD#: 4853916
5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762

Michael Haskins (CRD# 4853916) is an Investment Advisor Representative working at Larsen Wealth Management in El Dorado Hills, CA and has over 17 years of experience in the finance industry.

2
Kayle Larsen, financial advisor El Dorado Hills CA
Kayle E. Larsen
CRD#: 2877627
5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762

Kayle Larsen (CRD# 2877627) is an Investment Advisor Representative working at Larsen Wealth Management in El Dorado Hills, CA and has over 26 years of experience in the finance industry.

3
William Henley, financial advisor El Dorado Hills CA
William D. Henley
CRD#: 6640767
5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762

William Henley (CRD# 6640767) is an Investment Advisor Representative working at Larsen Wealth Management in El Dorado Hills, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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