Levi B Larson

Employer firm

Larson Williams Wealth Advisors, LLC CRD 311414

$140M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → Present
  Larson & Larson Llc
  Cedar City, UT
• 06/2016 → 03/2019
  Allegis Investment Services
  Cedar City, UT
• 06/2016 → 04/2018
  Allegis Investment Advisors
  Cedar City, UT
• 03/2018 → 10/2021
  Townsquare Capital, Llc
  Provo, UT
• 08/2020 → Present
  Larson Williams Wealth Advisors, Llc
  Cedar City, UT
• 10/2020 → Present
  Larson Williams Wealth Advisors, Llc
  Cedar City, UT

Previous Registrations

• 2018-03-28 → 2021-10-19
  Townsquare Capital, Llc
  Cedar City, UT
  Lehi, UT
• 2016-06-28 → 2018-04-25
  Allegis Investment Advisors, Llc
  Cedar City, UT
  Idaho Falls, ID
• 2012-01-10 → 2016-05-24
  Hornor, Townsend & Kent, Llc
  St George, UT
  Cedar City, UT
  Holladay, UT

Other Businesses

1) LARSON INSURANCE AND FINANCIAL SERVICES; NON INVESTMENT-RELATED; CEDAR CITY, UT; INSURANCE SALES AND SERVICE; AGENT; START DATE: 11/01/13, APPROXIMATE NUMBER OF HOURS/MONTH: 10-25, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10; DUTIES: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS. 2) CPA ACCOUNTING - DBA: LARSON CPA & ADVISORS, LLC, NOT INVESTMENT- RELATED,CEDAR CITY, UTAH, CPA/ACCOUNTING SERVICES, OWNER, START DATE: 12/01/13, APPROXIMATE NUMBER OF HOURS/MONTH: 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10, DUTIES: NO DAILY ACTIVITIES, I AM A PART OWNER IN THE BUSINESS. 3) LARSON & LARSON LLC; NON INVESTMENT RELATED; NATURE OF OBA: RENTAL INCOME; 1HR PER MONTH DUTIES; MAINTAIN RENTAL PROPERTY IN CEDAR CITY, UT. 4) LARSON WILLIAMS HOLDINGS, LLC; NON-INVESTMENT RELATED; CEDAR CITY, UT; REAL ESTATE; PARTNER; 1/1/2026; 1 HOUR PER MONTH DUTIES; LARSON WILLIAMS HOLDINGS, LLC IS AN ENTITY THAT PURCHASES, HOLDS, AND RENTS REAL ESTATE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-05
• S63 Uniform Securities Agent State Law Examination
  2009-03-06

Other Names

• Levi Larson
• Levi Brad Larson