Insights

Targeted Client Focus Larson Wealth Management specializes in comprehensive financial and retirement planning tailored for individual clients in Harrisonburg, VA, providing a personalized touch that appeals to high-net-worth individuals seeking dedicated financial guidance.

Regional Expansion Potential With operations primarily in Virginia and licensed in multiple states, there are opportunities to expand outreach to underserved markets in neighboring regions, leveraging digital channels to attract clients across the southeastern United States.

Tech-Driven Services The company's utilization of advanced tech stack components such as WordPress, Google Maps, and reCAPTCHA indicates a focus on digital engagement and secure online interactions, opening avenues for cross-selling digital advisory tools and tech-enabled financial solutions.

Mid-Size Market Opportunity Competing with notable financial firms with thousands of employees, Larson Wealth Management occupies a niche as a small, personalized firm with growth potential by emphasizing tailored services and local market expertise to attract clients seeking a boutique experience.

Financial Advisory Partnerships Collaborating alongside CPAs, attorneys, and other advisors, Larson Wealth Management can be a strategic partner for financial service providers aiming to offer integrated wealth management solutions, providing avenues for co-marketing and referral opportunities.

Larson Wealth Management Tech Stack

Larson Wealth Management uses 8 technology products and services including jsDelivr, WordPress, Twemoji, and more. Explore Larson Wealth Management's tech stack below.

  • jsDelivr
    Content Delivery Network
  • WordPress
    Content Management System
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • reCAPTCHA
    Security
  • Drupal Multisite
    Web Hosting
  • AddToAny
    Widgets

Media & News

Larson Wealth Management's Email Address Formats

Larson Wealth Management uses at least 1 format(s):
Larson Wealth Management Email FormatsExamplePercentage
FirstLast@larsonwealthmgt.comJohnDoe@larsonwealthmgt.com
42%
FirLast@larsonwealthmgt.comJohDoe@larsonwealthmgt.com
8%
FirstLast@larsonwealthmgt.comJohnDoe@larsonwealthmgt.com
42%
FirLast@larsonwealthmgt.comJohDoe@larsonwealthmgt.com
8%

Frequently Asked Questions

Where is Larson Wealth Management's headquarters located?

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Larson Wealth Management's main headquarters is located at 124 Newman Avenue Suite 101 Harrisonburg, Virginia 22801 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Larson Wealth Management's phone number?

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You can contact Larson Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Larson Wealth Management's official website and social media links?

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Larson Wealth Management's official website is larsonwealthmgt.com and has social profiles on LinkedIn.

What is Larson Wealth Management's NAICS code?

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Larson Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Larson Wealth Management have currently?

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As of March 2026, Larson Wealth Management has approximately 6 employees across 2 continents, including North AmericaAsia. Key team members include President: R. L.Portfolio Manager: D. L.Financial Planner: T. L. C. C.. Explore Larson Wealth Management's employee directory with LeadIQ.

What industry does Larson Wealth Management belong to?

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Larson Wealth Management operates in the Financial Services industry.

What technology does Larson Wealth Management use?

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Larson Wealth Management's tech stack includes jsDelivrWordPressTwemojijQueryGoogle MapsreCAPTCHADrupal MultisiteAddToAny.

What is Larson Wealth Management's email format?

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Larson Wealth Management's email format typically follows the pattern of FirstLast@larsonwealthmgt.com. Find more Larson Wealth Management email formats with LeadIQ.

When was Larson Wealth Management founded?

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Larson Wealth Management was founded in 2007.

Larson Wealth Management

Financial ServicesVirginia, United States2-10 Employees

Welcome to Larson Wealth Management, your source for full-service comprehensive financial and retirement planning in Harrisonburg, VA. Our goal is to provide you with objective, pertinent, timely financial advice as we work alongside your CPA, attorney, and other advisors as we implement and monitor your financial plan.

We have the experience and tools to help strategically formulate your financial plan and keep you on the right path as you go through your retirement planning. 

The LPL Financial Registered Representative associated with this page may discuss and/or transact securities business with representatives of the following states: Virginia, Maryland, District of Columbia, West Virginia, Tennessee, New York, Florida, Pennsylvania, North Carolina, Arizona, Georgia, South Carolina, and Massachusetts.

For a list of states in which we are licensed to do business, please visit www.larsonwealthmgt.com

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org

Section iconCompany Overview

Headquarters
124 Newman Avenue Suite 101 Harrisonburg, Virginia 22801 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Larson Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Larson Wealth Management's revenue is estimated to be in the range of $1M$10M

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