LWM ADVISORS INC
Doing business as LARSEN WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$172,213,327
Discretionary
$172,213,327
Non-discretionary
$0
Firm details
- CRD number
- 146620
- SEC file number
- 801-127193
- Main office
- EL DORADO HILLS, CA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.