# Larsen Wealth Management, LLC

> Larsen Wealth Management, LLC is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 169482
- Filed as: LARSEN WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169482
- AdvisorCensus page: https://advisorcensus.com/firm/larsen-wealth-management-llc-169482

## Quick answers

**How is Larsen Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Larsen Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Larsen Wealth Management, LLC registered with the SEC or a state?**
Larsen Wealth Management, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 169482.

**How much does Larsen Wealth Management, LLC manage?**
Larsen Wealth Management, LLC reports $43,250,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Larsen Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (17).

**Does Larsen Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169482

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $43,250,000
- Discretionary: $43,250,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $3,250,000 |
| High net worth individuals | 33 | $40,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investinretirement.net
- successfulretirementinstitute.com
- successfulretirementliving.com
- LinkedIn @roylarsencfp
- YouTube @UCK_m1kP_VxtutcLDwnC34w

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Larsen Wealth Management, LLC (CRD 169482): Form ADV filing data as of October 2026.