AdvisorCensus / Financial advisors / Utah / Larson Williams Wealth Advisors, LLC
Larson Williams Wealth Advisors, LLC
Filed as LARSON WILLIAMS WEALTH ADVISORS, LLC
Larson Williams Wealth Advisors, LLC is an SEC-registered investment advisory firm in Cedar City, UT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is Larson Williams Wealth Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Larson Williams Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Larson Williams Wealth Advisors, LLC located?
Larson Williams Wealth Advisors, LLC's principal office is in Cedar City, UT, according to its Form ADV.
Is Larson Williams Wealth Advisors, LLC registered with the SEC or a state?
Larson Williams Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 311414.
How much does Larson Williams Wealth Advisors, LLC manage?
Larson Williams Wealth Advisors, LLC reports $140,020,131 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).
What types of clients does Larson Williams Wealth Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (382); high net worth individuals (127); corporations or other businesses not listed above (28).
Which custodians does Larson Williams Wealth Advisors, LLC use?
Larson Williams Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Larson Williams Wealth Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311414
Does Larson Williams Wealth Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 17, 2026 says: "We do not require a minimum dollar amount to open and maintain an advisory account."
What changed in Larson Williams Wealth Advisors, LLC's recent Form ADV filings?
In the May 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
We do not require a minimum dollar amount to open and maintain an advisory account.
As stated in the firm's Form ADV Part 2A brochure dated March 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$140,020,131 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Larson Williams Wealth Advisors, LLC (CRD 311414): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/larson-williams-wealth-advisors-llc-cedar-city-ut-311414