LWM ADVISORS INC
Legal name: LARSEN WEALTH MANAGEMENT
CRD #146620 SEC #801-127193 EL DORADO HILLS, CA 916-939-6860
SEC Registered
Total AUM
$148.7M
Discretionary
$148.7M
Employees
3
Clients
101
Accounts
608
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $148.7M | $148.7M | $0 | 3 | 0 |
| Jun 2025 | $148.7M | $148.7M | $0 | 3 | 0 |
| Jun 2025 | $151.4M | $151.4M | $0 | 3 | 0 |
| Feb 2025 | $151.4M | $151.4M | $0 | 3 | 0 |
| Sep 2024 | $120.4M | $120.4M | $0 | 3 | 0 |
| Sep 2024 | $120.4M | $120.4M | $0 | 3 | 0 |
| Mar 2024 | $120.4M | $120.4M | $0 | 3 | 0 |
| Mar 2024 | $120.4M | $120.4M | $0 | 3 | 0 |
| Jan 2024 | $104.2M | $104.2M | $0 | 3 | 0 |
| Nov 2023 | $104.2M | $104.2M | $0 | 3 | 0 |
| Nov 2023 | $104.2M | $104.2M | $0 | 3 | 0 |
| Jun 2023 | $0 | $0 | $0 | 3 | 0 |
| May 2023 | $0 | $0 | $0 | 3 | 0 |
| Feb 2023 | $0 | $0 | $0 | 3 | 0 |
| Jan 2023 | $0 | $0 | $0 | 3 | 0 |
| Jan 2023 | $0 | $0 | $0 | 3 | 0 |
| Dec 2022 | $0 | $0 | $0 | 3 | 0 |
| Dec 2022 | $0 | $0 | $0 | 3 | 0 |
DateDec 2025
Total AUM$148.7M
Discretionary$148.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$148.7M
Discretionary$148.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0