Larson Wealth Management

The firm is registered as an investment advisor, not designated explicitly as a single family office in SEC filings. Single family offices are exempt from registration under the Advisers Act; Larson's registration suggests it may serve clients beyond a single family, though its client composition is not publicly disclosed. Without client brochures or named principals, the distinction remains unconfirmed.

Larson Wealth Management does not disclose assets under management in any publicly available filing as of 2025. The firm's Form ADV filings with the SEC list no AUM figure, and no commercial data providers attribute a number to the entity. Its regulatory posture is consistent with a small or dormant advisory practice.

No 13F filings are associated with Larson Wealth Management in EDGAR. This indicates the firm may not exercise investment discretion over $100 million or more in publicly traded US equities, or it operates solely in private markets or non-equity instruments. The absence of 13F data is a signal of limited public-market footprint.

Direct outreach is the only viable diligence channel. The firm maintains no website, no listed phone number, and no LinkedIn profile. Its SEC registration includes a Chicago mailing address, but without named contacts, allocators must rely on private network introductions. The firm's deliberate low profile may itself be a screen for whether outbound diligence is productive.