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Larson Williams Wealth Advisors, LLC

● SEC registered since 2026CRD 311414SEC# 801-135871Cedar City, UT
Export (members)
Reg. AUM
$140M
Employees
2
Accounts
1,007
Location
Cedar City, UT

Larson Williams Wealth Advisors, LLC assets under management

Larson Williams Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Cedar City, UT. The firm has been registered since 2026. It reports $140 million in regulatory assets under management and employs 2 people.
www.larsonfinancialcompanies.comView on SEC.gov ↗

Larson Williams Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Dallen Wade Williams ControlMember/Chief Compliance Officer25-50%2020
Levi B Larson ControlMember50-75%2020

Frequently asked questions

How much does Larson Williams Wealth Advisors, LLC manage?

Larson Williams Wealth Advisors, LLC reports $140 million in regulatory assets under management on its Form ADV.

How many employees does Larson Williams Wealth Advisors, LLC have?

Larson Williams Wealth Advisors, LLC reports 2 employees.

Where is Larson Williams Wealth Advisors, LLC located?

Larson Williams Wealth Advisors, LLC is based in Cedar City, UT and has been SEC-registered since 2026.

Does Larson Williams Wealth Advisors, LLC disclose fund performance?

Larson Williams Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address415 N Main Street, Suite 104, Cedar City, UT 84721
Phone435-867-5685
Fax888-501-2132
Office hours9:00 a.m. -4:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140M
Non-discretionary$0
Total (RAUM)$140M