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 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

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.

Profile maintained by 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 registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More New York RIA profiles