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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 27, 2021
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRITH II, RICHARD, REID | I | PRESIDENT | NA | Control |
| FRITH II, RICHARD, REID | I | PRESIDENT | NA | Control |
| FRITH II, RICHARD, REID | I | PRESIDENT | NA | Control |
| FRITH II, RICHARD, REID | I | PRESIDENT | NA | Control |
| FRITH II, RICHARD, REID | I | PRESIDENT | NA | Control |
| FRITH II, RICHARD, REID | I | PRESIDENT | NA | Control |
| FRITH II, RICHARD, REID | I | PRESIDENT | NA | Control |
| FRITH II, RICHARD, REID | I | PRESIDENT | NA | Control |
| FRITH II, RICHARD, REID | I | PRESIDENT | NA | Control |
| MILLER, RANDY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, RANDY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, RANDY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, RANDY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, RANDY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, RANDY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, RANDY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, RANDY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, RANDY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LARSON PARTNER, LLC | DE | MEMBER | E | Control |
| LARSON PARTNER, LLC | DE | MEMBER | E | Control |
| LARSON PARTNER, LLC | DE | MEMBER | E | Control |
| LARSON PARTNER, LLC | DE | MEMBER | E | Control |
| LARSON PARTNER, LLC | DE | MEMBER | E | Control |
| LARSON PARTNER, LLC | DE | MEMBER | E | Control |
| LARSON PARTNERS OPPORTUNITY ZONE, LLC | DE | MEMBER | E | Control |
| LARSON PARTNERS OPPORTUNITY ZONE, LLC | DE | MEMBER | E | Control |
| LARSON PARTNERS OPPORTUNITY ZONE, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LARSON, PAUL, DOUGLAS | I | LARSON PARTNERS OPPORTUNITY ZONE, LLC | F | Control |
| LARSON, PAUL, DOUGLAS | I | LARSON PARTNER, LLC | F | Control |
| LARSON, PAUL, DOUGLAS | I | LARSON PARTNER, LLC | F | Control |
| LARSON, PAUL, DOUGLAS | I | LARSON PARTNERS OPPORTUNITY ZONE, LLC | F | Control |
| LARSON, PAUL, DOUGLAS | I | LARSON PARTNERS OPPORTUNITY ZONE, LLC | F | Control |
| LARSON, PAUL, DOUGLAS | I | LARSON PARTNER, LLC | F | Control |
| LARSON, PAUL, DOUGLAS | I | LARSON PARTNER, LLC | F | Control |
| LARSON, PAUL, DOUGLAS | I | LARSON PARTNER, LLC | F | Control |
| LARSON, PAUL, DOUGLAS | I | LARSON PARTNER, LLC | F | Control |
| LARSON FINANCIAL HOLDINGS, LLC | DE | LARSON PARTNERS OPPORTUNITY ZONE, LLC | E | Control |
| LARSON FINANCIAL HOLDINGS, LLC | DE | LARSON PARTNERS OPPORTUNITY ZONE, LLC | E | Control |
| LARSON FINANCIAL HOLDINGS, LLC | DE | LARSON PARTNERS OPPORTUNITY ZONE, LLC | E | Control |
| LARSON PARTNERS OPPORTUNITY ZONE, LLC | DE | LARSON PARTNER, LLC | E | Control |
| LARSON PARTNERS OPPORTUNITY ZONE, LLC | DE | LARSON PARTNER, LLC | E | Control |
| LARSON PARTNERS OPPORTUNITY ZONE, LLC | DE | LARSON PARTNER, LLC | E | Control |
| LARSON PARTNERS OPPORTUNITY ZONE, LLC | DE | LARSON PARTNER, LLC | E | Control |
| LARSON PARTNERS OPPORTUNITY ZONE, LLC | DE | LARSON PARTNER, LLC | E | Control |
| LARSON PARTNERS OPPORTUNITY ZONE, LLC | DE | LARSON PARTNER, LLC | E | Control |
| LARSON FINANCIAL HOLDINGS, LLC | DE | LARSON PARTNERS OPPORTUNITY ZONE, LLC | D | Control |
| LARSON FINANCIAL HOLDINGS, LLC | DE | LARSON PARTNERS OPPORTUNITY ZONE, LLC | D | Control |
| LARSON FINANCIAL HOLDINGS, LLC | DE | LARSON PARTNERS OPPORTUNITY ZONE, LLC | D | Control |
| LARSON FINANCIAL HOLDINGS, LLC | DE | LARSON PARTNERS OPPORTUNITY ZONE, LLC | D | Control |
| LARSON FINANCIAL HOLDINGS, LLC | DE | LARSON PARTNERS OPPORTUNITY ZONE, LLC | D | Control |
| LARSON FINANCIAL HOLDINGS, LLC | DE | LARSON PARTNERS OPPORTUNITY ZONE, LLC | D | Control |
Registrations
Federal
IA
Apr 27, 2021 REGISTERED
Notice Filings (10)
CA FL GA IL KY MN MO OH TX WI
Address
6160 SUMMIT DRIVE NSUITE 580
MINNEAPOLIS, MN 55430
United States
Phone: 612-688-9800