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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HASKINS, MICHAEL, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
| LARSEN, KAYLE, ERIK | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
5180 GOLDEN FOOTHILL PKWY, STE 220EL DORADO HILLS, CA 95762
United States
Phone: 916-939-6860