# Larson Wealth Management, LLC

> Larson Wealth Management, LLC is a state-registered investment advisory firm in Mesa, AZ, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 160847
- Filed as: LARSON WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mesa, AZ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/160847
- AdvisorCensus page: https://advisorcensus.com/firm/larson-wealth-management-llc-mesa-az-160847

## Quick answers

**How is Larson Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Larson Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Larson Wealth Management, LLC located?**
Larson Wealth Management, LLC's principal office is in Mesa, AZ, according to its Form ADV.

**Is Larson Wealth Management, LLC registered with the SEC or a state?**
Larson Wealth Management, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 160847.

**How much does Larson Wealth Management, LLC manage?**
Larson Wealth Management, LLC reports $37,096,140 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (97% discretionary).

**What types of clients does Larson Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (167); high net worth individuals (16); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Larson 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/160847

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $37,096,140
- Discretionary: $35,982,330
- Non-discretionary: $1,113,810

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 167 | $23,969,816 |
| High net worth individuals | 16 | $12,012,514 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $1,113,810 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- larsonwm.com
- Facebook facebook.com
- LinkedIn @83345006

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Larson Wealth Management, LLC (CRD 160847): Form ADV filing data as of October 2026.