Larson Wealth Management, LLC

Larson Wealth Management, LLC (CRD# 160847) is a financial advisory firm headquartered in Tempe, AZ. They manage $23,581,507 in 207 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4500 S. Lakeshore Dr, Suite 342, Tempe, AZ 85282
http://www.larsonwm.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $113,920
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Larson Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Don Larson, financial advisor Tempe AZ
Don C. Larson
CRD#: 3208491
4500 S. Lakeshore Dr, Suite 342, Tempe, AZ 85282

Don Larson (CRD# 3208491) is an Investment Advisor Representative working at Larson Wealth Management, LLC in Tempe, AZ and has over 20 years 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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