Larson Williams Wealth Advisors, LLC: new SEC registration, $140M AUM, Cedar City, UT
Larson Williams Wealth Advisors, LLC (Cedar City, Utah): new SEC registration, $140M AUM, Cedar City, UT. Its amount of 140 is above the median of 134 (53rd percentile). Dated 202 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 140 · 53th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 18 related UT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Larson Williams Wealth Advisors, LLC |
| Legal name | Larson Williams Wealth Advisors, LLC |
| CRD | 311414 |
| Status | Approved |
| Registered with the SEC | 2026-04-16 |
| Latest Form ADV filing | 2026-03-19 |
| Location | Cedar City, UT, United States |
| Regulatory AUM | $140,020,131 |
| Accounts | 1007 |
| Employees | 2 |
| Website | https://www.larsonfinancialcompanies.com/ |
| amount percentile | 53th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (19 UT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-16
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (UT first): West Rim II Ugp, LLC · Tanara Wealth Management LLC · Olympus Peaks Financial, LLC · Heaton Financial, Pc · Veritas Wealth Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Larson Williams Wealth Advisors, LLC and 19 Utah peers
- Utah NewRiaPulse records like this one: 19
- Larson Williams Wealth Advisors, LLC's amount: 53rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Utah peer: $3,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $140M under management.
- Website on file.
What is the NewRiaPulse record for Larson Williams Wealth Advisors, LLC in Cedar City, Utah?
Larson Williams Wealth Advisors, LLC received SEC registration as an investment adviser (2026-04-16) with $140,020,131 in regulatory assets under management, based in Cedar City, UT.
How does Larson Williams Wealth Advisors, LLC compare to other Utah NewRiaPulse records?
Its amount of 140 sits in the upper half (53th percentile) of 1,149 records; the median is 134. It is 202 days old; check the official source for later updates before acting.
Larson Williams Wealth Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Larson Williams Wealth Advisors, LLC | Cedar City, UT | 140 | 53rd | 2026-04-16 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Utah NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.