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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does ViaWealth have?","answer":"ViaWealth has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does ViaWealth invest in?","answer":"At the end of its last fiscal year, ViaWealth’s separately managed accounts held 53% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 3% U.S. government and agency bonds, 3% investment grade corporate bonds and 2% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns ViaWealth?","answer":"ViaWealth’s direct owners are David Larson (50% to 75%) and Reid Larson (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 29 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does ViaWealth get paid?","answer":"ViaWealth is paid through a percentage of assets under management and fixed fees. 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