Dallen Wade Williams

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

• 03/2013 → 10/2016
  Hornor Townsend & Kent Inc
  Horsham, PA
• 03/2013 → 10/2016
  Penn Mutual Life Ins Co
  Horsham, PA
• 01/2011 → Present
  Self Employed
  Cedar City, UT
• 10/2016 → 04/2018
  Allegis Investment Advisors
  Idaho Falls, ID
• 10/2016 → 02/2019
  Allegis Investment Services
  Cedar City, UT
• 03/2018 → 10/2021
  Townsquare Capital, Llc
  Provo, UT
• 02/2019 → 05/2023
  Dfpg Investments, Inc
  Sandy, 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

• 2018-03-08 → 2021-10-19
  Townsquare Capital, Llc
  Cedar City, UT
  Lehi, UT
• 2016-10-27 → 2018-04-04
  Allegis Investment Advisors, Llc
  Cedar City, UT
  Idaho Falls, ID
• 2015-08-18 → 2016-10-14
  Hornor, Townsend & Kent, Llc
  St George, UT

Other Businesses

1) DALCO HOLDINGS LLC; NON-INVESTMENT RELATED; 318 S GLEN CANYON DR. CEDAR CITY, UT 84720; REAL ESTATE; PRESIDENT; 05/2013; 5% DURING BUSINESS HOURS; DALCO HOLDINGS LLC IS AN ENTITY THAT PURCHASES, SALES, AND HOLDS REAL ESTATE. DALCO HOLDINGS OWNS SEVERAL RENTAL PROPERTIES. 2) WILCOCK REAL ESTATE; NON-INVESTMENT RELATED; 2333 UT-56 SUITE F, CEDAR CITY, UT 84720; REAL ESTATE SALES; REAL ESTATE AGENT; 08/2013; 5% DURING BUSINESS HOURS; ASSIST BUYERS AND SELLERS IN REAL ESTATE TRANSACTIONS 3) LARSON WILLIAMS WEALTH ADVISORS LLC; INVESTMENT RELATED; CEDAR CITY, UT; RIA; INVESTMENT ADVISOR REPRESENTATIVE/PARTNER OWNER; 02/2021; 90% DURING BUSINESS HOURS; INVESTMENT ADVISORY SERVICES OFFERED THROUGH LARSON WILLIAMS WEALTH ADVISORS LLC A REGISTERED INVESTMENT ADVISOR. 4) WILLIAMS INSURANCE AND FINANCIAL SERVICES; NON-INVESTMENT RELATED; CEDAR CITY, UT; INSURANCE SALES AND SERVICE; PRESIDENT; 1/1/2026; AGENT; APPROXIMATE NUMBER OF HOURS PER MONTH 10; INSURANCE SALES AND SERVICE 5) 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
  2015-07-31
• S63 Uniform Securities Agent State Law Examination
  2013-04-22

Other Names

• Wade D Williams