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 in...
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 in assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Single Family Office
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
Frequently asked questions
Who runs Larsen Wealth Management?
Larsen Wealth Management is led by founder and managing director Erik Larsen, who previously worked in investment banking and asset management (per public record, 2026). The firm does not publicly list other investment professionals.
What is the wealth origin behind Larsen Wealth Management?
The wealth origin of Larsen Wealth Management is financial services and investment banking, per public records. The specific family branch or individual source is not further detailed.
What asset classes does Larsen Wealth Management invest in?
Larsen Wealth Management invests across real estate, private credit, hedge funds, infrastructure, and enterprise software. The firm allocates through both direct investments and fund commitments (per public record, 2026).
Does Larsen Wealth Management do direct deals or fund investments?
The firm does both — direct investments in real estate and infrastructure, along with fund commitments in private credit, hedge funds, and enterprise software. Co-investment alongside institutional partners is a known strategy (per public record, 2026).
Where does Larsen Wealth Management invest geographically?
The firm primarily invests in North America, with additional exposure to select European markets, per public record. Its real estate and infrastructure activity is concentrated in the United States.
How is Larsen Wealth Management structured?
Larsen Wealth Management is structured as a single-family office. Details on its legal structure, number of beneficiaries, or team size have not been publicly disclosed.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: