LWM Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
LWM Advisors reports 124 clients. They include 75 individual clients, 45 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 100.0% ($172M across 616 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 32% |
| High-net-worth individuals | 36% | 64% |
| Pension and profit-sharing plans | 2% | 0% |
| Corporations and other businesses | 2% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 75 | $55.9M | 32.5% | $745K |
| High-net-worth individuals | 45 | $110M | 63.6% | $2.44M |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | $0 |
| Corporations and other businesses | Fewer than 5 | $6.75M | 3.9% | $3.37M |
| Total | 124 | $172M | 100% | — |
- Clients
- 75
- Regulatory AUM
- $55.9M
- AUM share
- 32.5%
- Avg. per client
- $745K
- Clients
- 45
- Regulatory AUM
- $110M
- AUM share
- 63.6%
- Avg. per client
- $2.44M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
- Clients
- Fewer than 5
- Regulatory AUM
- $6.75M
- AUM share
- 3.9%
- Avg. per client
- $3.37M
Total
- Clients
- 124
- Regulatory AUM
- $172M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
LWM Advisors charges 0.70%–2.00% a year for its Ongoing financial planning and portfolio management. The fee is billed in advance and requires an account of at least $250,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Initial financial planning
- Fixed fee of $1,500 to $2,500 to create the client's financial plan, paid 100% in advance, never more than six months ahead.
Kayle Larsen owns 75% or more of LWM Advisors. The leadership team of LWM Advisors includes President Kayle Larsen and Chief Compliance Officer Michael Haskins. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 75% or more of LWM Advisors Inc
Kayle Larsen
Control person · since April 2022
LWM Advisors’ regulatory assets grew Infinity× from $0 (June 2023) to $172M (March 2026); employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $172M | 124 | 3 | 1 |
| Jun 2025June 2025 | $149M | 128 | 3 | 1 |
| Mar 2024March 2024 | $120M | 125 | 3 | 2 |
| Jun 2023June 2023 | $0 | 0 | 3 | 2 |
Besides its headquarters, LWM Advisors has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 5180 Golden Foothill Pkwy, Ste 220, El Dorado HillsHQ
Contact and registration details
- Legal name
- LWM Advisors Inc
- Headquarters
- 5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762
- Website
- larsenwealthmanagement.com
- Phone
- 916-939-6860
- SEC file
- 801-127193
- Structure
- California corporation
- Fiscal year end
- December
LWM Advisors’ named custodian for separately managed accounts is Charles Schwab ($172M). LWM Advisors has custody of $66M for 120 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $172M100%
At year end, LWM Advisors’ separately managed accounts were mostly in funds (96%). Its reported 13F holdings for the quarter ended 30 June 2026 total $134M across 37 positions; the largest are iShares TR (23.0%), iShares TR (19.4%) and iShares TR (10.8%).
What the accounts hold
- Stocks2%
- Funds96%
- Bonds1%
- Cash1%
How many clients does LWM Advisors have?
LWM Advisors has 124 clients and manages $172 million for them, as of March 2026. They include 75 individual clients, 45 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does LWM Advisors offer?
LWM Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does LWM Advisors charge?
LWM Advisors charges 0.70%–2.00% a year for its Ongoing financial planning and portfolio management. The fee is billed in advance and requires an account of at least $250,000.
Source: FORM ADV PART 2A - LWM ADVISORS, INC. DBA LARSEN WEALTH MANAGEMENT, filed 5 March 2026
Which custodians does LWM Advisors use?
LWM Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $172M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does LWM Advisors have?
LWM Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does LWM Advisors invest in?
At the end of its last fiscal year, LWM Advisors’ separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities, 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does LWM Advisors have a minimum investment?
Yes, LWM Advisors’ minimum account size for its Ongoing financial planning and portfolio management is $250K.
Source: FORM ADV PART 2A - LWM ADVISORS, INC. DBA LARSEN WEALTH MANAGEMENT, filed 5 March 2026
Who owns LWM Advisors?
LWM Advisors’ direct owner is Kayle Larsen (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does LWM Advisors get paid?
LWM Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact LWM Advisors?
LWM Advisors’ main office is at 5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762. Its phone number is 916-939-6860. Its website is larsenwealthmanagement.com.