LWM ADVISORS INC

LARSEN WEALTH MANAGEMENT
EL DORADO HILLS, California·2 registered advisors·CRD# 146620
SEC# 801-1271931916-939-6860
01

Firm Overview

AUM
$120M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LWM ADVISORS INC

2 registered advisors
Kayle Erik Larsen
EL DORADO HILLS, California
Michael Brian Haskins
EL DORADO HILLS, California
05

Office Locations

EL DORADO HILLS, California
2 advisors

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Data sourced from SEC Form ADV filings. LWM ADVISORS INC (CRD# 146620) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.