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).
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Total Assets Under Management120MILLION
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Total Number of Accounts454ACCOUNTS
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Average Account Value$265,092
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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.
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.
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.