# 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.

- CRD: 311414
- Filed as: LARSON WILLIAMS WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cedar City, UT
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311414
- AdvisorCensus page: https://advisorcensus.com/firm/larson-williams-wealth-advisors-llc-cedar-city-ut-311414

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: None

> We do not require a minimum dollar amount to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $140,020,131
- Discretionary: $140,020,131
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 382 | $32,082,010 |
| High net worth individuals | 127 | $98,863,563 |
| Corporations or other businesses not listed above | 28 | $9,074,558 |

### 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- larsonfinancialcompanies.com
- larsonwilliams.com

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Larson Williams Wealth Advisors, LLC (CRD 311414): Form ADV filing data as of October 2026.