SourcingSourcing

LWM ADVISORS INC

C47
CRD 146620·SEC 801-127193·EL DORADO HILLS, CA
AUM
$172.2M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$517K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LWM ADVISORS INC
CRD
146620
SEC file #
801-127193
EIN
883485977
DBA names
Larsen Wealth Management

Economics

AUM
$172.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$148.7M → $172.2M▲ +16%
Client mix
Individuals Other75
Individuals High Net Worth45
Pension Profit Sharing Plans2
Corporations2

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
EL DORADO HILLS CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
larsenwealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LARSEN, KAYLE, ERIK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LARSEN, KAYLE, ERIK
HASKINS, MICHAEL, BRIAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LARSENWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2007-05-15T23:49:33Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002067328
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-05-13
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0002085853-26-000343

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
5180 GOLDEN FOOTHILL PKWYSTE 220EL DORADO HILLS, CA 95762
Business
5180 GOLDEN FOOTHILL PKWYSTE 220EL DORADO HILLS, CA 95762
Edgar EIN
883485977
Edgar Recent Filings
13F-HR2026-04-13 · 0002085853-26-000343
13F-HR2026-01-09 · 0002085853-26-000024
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-15T23:49:33Z
Rdap Domain Last Changed
2026-02-23T22:50:09Z
Rdap Nameservers
Dns.bizsiteservice.comDns2.bizsiteservice.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2877627
Trust Company Affiliate
No

People (3)

3
LARSEN, KAYLE, ERIK
IAR · Direct Owner · 87.5%
2877627
HASKINS, MICHAEL, BRIAN
IAR · Executive Officer · 2.5%
4853916
William Dalton Henley
IAR
6640767