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RIA · CRD 146620SEC-Registered

Updated:

Larsen Wealth Management

LARSEN WEALTH MANAGEMENT is an SEC-registered investment adviser in EL DORADO HILLS, CA, registered since 2023. The firm manages approximately $172 million...

Overview

LARSEN WEALTH MANAGEMENT is an SEC-registered investment adviser in EL DORADO HILLS, CA, registered since 2023. The firm manages approximately $172 million in assets. It has 3 employees and 3 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Erik Larsen

Founder and Managing Director

Sector focus

Real EstatePrivate CreditHedge FundsInfrastructureEnterprise Software

Frequently asked questions

Does Larsen Wealth Management have a public AUM figure?

No. AUM is undisclosed. The firm does not publish asset figures in any public filings or press reports.

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