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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

LARSON WEALTH PARTNERS

LARSON WEALTH PARTNERS, LLC, CRD 309688

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:85a9e0ea-cb30-7e19-8631-5e9fbfdf12e2

Data as of Apr 30, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 8
On other graphs: 0
Observed: Jun 18, 2020 to Apr 30, 2021
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $152MItem 5.F on the latest filing (2021-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $133M
Private client RAUM: $150MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,258
Individual clients: 530
High net worth clients: 15
Custody, client assets: $50.0M
SEC number: 801-119081
CRD: 309688
Filings on the tape: 9
First filed: Jun 18, 2020
Latest filed: Apr 30, 2021
Organised: Limited Liability Company, Missouri

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FRITH II, RICHARD, REID	President	Na	yes	05/2020	Jun 18, 2020	Apr 30, 2021
LARSON FINANCIAL HOLDINGS, LLC	HOLDING COMPANY	D	yes	05/2020	Jun 18, 2020	Apr 30, 2021
LARSON PARTNER, LLC	Member	E	yes	05/2020	Aug 14, 2020	Apr 30, 2021
LARSON PARTNERS OPPORTUNITY ZONE, LLC	Member	E	yes	05/2020	Jun 18, 2020	Apr 30, 2021
LARSON, PAUL, DOUGLAS	Member	F	yes	05/2020	Jun 18, 2020	Apr 30, 2021
MILLER, RANDY, SCOTT	CHIEF COMPLIANCE OFFICER	Na	yes	05/2020	Jun 18, 2020	Apr 30, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LARSON FINANCIAL GROUP, LLC	n/a	Bd affiliated wealth	$5.5B	N	yes	n/a
LARSON FINANCIAL GROUP, LLC	n/a	Bd affiliated wealth	$5.5B	N	yes	n/a
LARSON CAPITAL MANAGEMENT, LLC	n/a	Asset manager	$1.4B	N	yes	n/a
LARSON COMMERCIAL REAL ESTATE, LLC	n/a	n/a	n/a	N	yes	n/a
LARSON FINANCIAL SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Chesterfield	Mo	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 30, 2021	$152M	$133M	10	7	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$152M	n/a	n/a	n/a	n/a	10	n/a	1	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LARSON FINANCIAL GROUP, LLC	4	Mar 28, 2022	Apr 25, 2022	MINNEAPOLIS, MN	Firm absorbed	RIA to ibd	66.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
COUNSEL WEALTH MANAGEMENT, INC.	3	Sep 1, 2020	Nov 6, 2020	ARDEN HILLS, MN	Firm absorbed	RIA to new firm	100.0%

Relationships

Affiliated with (3)

→ LARSON FINANCIAL GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ LARSON CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← INTRUA ADVISORY GROUP LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← LARSON, PAUL, DOUGLASOwnerMEMBER, ownership code F, individual
Jun 18, 2020 to presentfactForm ADV
← MILLER, RANDY, SCOTTOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 18, 2020 to presentfactForm ADV
← FRITH II, RICHARD, REIDOwnerPRESIDENT, ownership code NA, individual
Jun 18, 2020 to presentfactForm ADV
← LARSON FINANCIAL HOLDINGS, LLCOwnerHOLDING COMPANY, ownership code D, domestic entity
Jun 18, 2020 to presentfactForm ADV
← LARSON PARTNER, LLCOwnerMEMBER, ownership code E, domestic entity
Aug 14, 2020 to presentfactForm ADV
← LARSON PARTNERS OPPORTUNITY ZONE, LLCOwnerMEMBER, ownership code E, domestic entity
Jun 18, 2020 to presentfactForm ADV

Moved with (2)

→ LARSON FINANCIAL GROUP, LLCRegistered adviser4 advisors, firm absorbed, same day
Mar 28, 2022 to Apr 25, 2022factForm ADV
← COUNSEL WEALTH MANAGEMENT, INC.Registered adviser3 advisors, firm absorbed, same day
Sep 1, 2020 to Nov 6, 2020factForm ADV

Registered with (6)

← RICHARD ALLEN VASTERLINGAdvisorregistration: previous registration
Aug 4, 2020 to Mar 28, 2022factForm ADV
← PAUL DOUGLAS LARSONAdvisorregistration: previous registration
Jul 21, 2020 to Mar 28, 2022factForm ADV
← MITCHELL ALAN WOODAdvisorregistration: previous registration
Nov 6, 2020 to Mar 28, 2022factForm ADV
← RICHARD REID FRITH IIAdvisorregistration: previous registration
Jul 21, 2020 to Mar 28, 2022factForm ADV
← Jan Martha BarnesAdvisorregistration: previous registration
Jul 23, 2020 to Mar 28, 2022factForm ADV
← Lisa Michele WaltAdvisorregistration: previous registration
Oct 6, 2020 to Mar 28, 2022factForm ADV

Dated events

Occurred
Mar 28, 2022
Firm absorbed
Larson Wealth Partners's advisors moved to Larson Financial Group, LLC (Minneapolis, MN): 4 of 6 registered, on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Mar 28, 2022
Advisor changed firm
Lisa Michele Walt left Larson Wealth Partners for Larson Financial Group, Llc (registered 2021-12-14)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Advisor changed firm
Jan Martha Barnes left Larson Wealth Partners for Larson Financial Group, Llc (registered 2021-12-14)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Advisor changed firm
Mitchell Alan Wood left Larson Wealth Partners for Larson Financial Group, Llc (registered 2022-04-25)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Advisor changed firm
Richard Allen Vasterling left Larson Wealth Partners for Larson Financial Group, Llc (registered 2021-10-01)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Advisor departed, no destination yet
Richard Reid Frith Ii no longer registered at Larson Wealth Partners; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Advisor departed, no destination yet
Paul Douglas Larson no longer registered at Larson Wealth Partners; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Jun 18, 2020
First Form ADV filing
Larson Wealth Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:85a9e0ea-cb30-7e19-8631-5e9fbfdf12e2
First observed: Jun 18, 2020
Last observed: Apr 30, 2021 65 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LARSON WEALTH PARTNERS

LARSON WEALTH PARTNERS, LLC, CRD 309688

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:85a9e0ea-cb30-7e19-8631-5e9fbfdf12e2

Data as of Apr 30, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FRITH II, RICHARD, REID

President

yes

05/2020

Jun 18, 2020

Apr 30, 2021

LARSON FINANCIAL HOLDINGS, LLC

HOLDING COMPANY

yes

05/2020

Jun 18, 2020

Apr 30, 2021

LARSON PARTNER, LLC

Member

yes

05/2020

Aug 14, 2020

Apr 30, 2021

LARSON PARTNERS OPPORTUNITY ZONE, LLC

Member

yes

05/2020

Jun 18, 2020

Apr 30, 2021

LARSON, PAUL, DOUGLAS

Member

yes

05/2020

Jun 18, 2020

Apr 30, 2021

MILLER, RANDY, SCOTT

CHIEF COMPLIANCE OFFICER

yes

05/2020

Jun 18, 2020

Apr 30, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LARSON FINANCIAL GROUP, LLC

n/a

Bd affiliated wealth

$5.5B

yes

n/a

LARSON FINANCIAL GROUP, LLC

n/a

Bd affiliated wealth

$5.5B

yes

n/a

LARSON CAPITAL MANAGEMENT, LLC

n/a

Asset manager

$1.4B

yes

n/a

LARSON COMMERCIAL REAL ESTATE, LLC

n/a

yes

n/a

LARSON FINANCIAL SECURITIES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Chesterfield

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 30, 2021

$152M

$133M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$152M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LARSON FINANCIAL GROUP, LLC

Mar 28, 2022

Apr 25, 2022

MINNEAPOLIS, MN

Firm absorbed

RIA to ibd

66.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COUNSEL WEALTH MANAGEMENT, INC.

Sep 1, 2020

Nov 6, 2020

ARDEN HILLS, MN

Firm absorbed

RIA to new firm

100.0%