LARSON WEALTH PARTNERS, LLC
Legal name: LARSON WEALTH PARTNERS
CRD #309688 SEC #801-119081 MINNEAPOLIS, MN 612-688-9800
SEC Registered Disclosures
Total AUM
$151.6M
Discretionary
$133.1M
Employees
10
Clients
0
Accounts
2,258
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $151.6M | $133.1M | $18.5M | 10 | 4 |
| Apr 2021 | $151.6M | $133.1M | $18.5M | 10 | 4 |
| Mar 2021 | $151.6M | $133.1M | $18.5M | 10 | 4 |
| Nov 2020 | $229.9M | $155.4M | $74.5M | 9 | 4 |
| Nov 2020 | $229.9M | $155.4M | $74.5M | 9 | 4 |
DateApr 2021
Total AUM$151.6M
Discretionary$133.1M
Non-Disc.$18.5M
Employees10
Clients4
DateApr 2021
Total AUM$151.6M
Discretionary$133.1M
Non-Disc.$18.5M
Employees10
Clients4
DateMar 2021
Total AUM$151.6M
Discretionary$133.1M
Non-Disc.$18.5M
Employees10
Clients4
DateNov 2020
Total AUM$229.9M
Discretionary$155.4M
Non-Disc.$74.5M
Employees9
Clients4
DateNov 2020
Total AUM$229.9M
Discretionary$155.4M
Non-Disc.$74.5M
Employees9
Clients4