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William B. Larson, CPA, LLC
William B. Larson, CPA, LLC is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is registered with the SEC.
William B. Larson, CPA, LLC
William B. Larson, CPA, LLC is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is registered with the SEC.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Kirkland
Corporate office
Kirkland, WA, United States
Principals
William B. Larson
Owner
Frequently asked questions
Who runs investment decisions at William B. Larson, CPA, LLC?
The firm appears to be run solely by William B. Larson, a certified public accountant. There is no public disclosure of any separate investment committee or advisory board. Decisions likely rest with Larson, within the scope of his CPA licensure.
Does William B. Larson, CPA, LLC operate as a family office?
No. The firm is structured as a professional CPA practice, providing tax and accounting services to clients. It does not publicly present itself as a family office, single or multi-family, and has no disclosed investment management function.
What investment stages or asset classes does the firm target?
The firm does not publicly disclose any investment targeting or asset-class allocations. Its services are limited to tax preparation, accounting, and financial planning. No direct or indirect investment activity has been reported.
Is the firm related to any other investment vehicles or entities?
No publicly known related entities, foundations, or operating companies exist. The firm operates as a standalone CPA practice in Kirkland, Washington, with no disclosed affiliates.
Where does the underlying wealth originate?
The wealth origin of the firm's clients is not disclosed. The firm itself does not manage its own capital but rather services external clients; its revenue derives from professional fees.
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.
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