Larson Williams Wealth Advisors, LLC
● SEC registered since 2026CRD 311414SEC# 801-135871Cedar City, UT
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.
Larson Williams Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dallen Wade Williams Control | Member/Chief Compliance Officer | 25-50% | 2020 |
| Levi B Larson Control | Member | 50-75% | 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
| Address | 415 N Main Street, Suite 104, Cedar City, UT 84721 |
| Phone | 435-867-5685 |
| Fax | 888-501-2132 |
| Office hours | 9:00 a.m. -4:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$140MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$140Mregulatory AUM
Discretionary $140M