What departments does Larson Wealth Management have?

Larson Wealth Management has employees across 1 departments including Finance.

What is the largest department at Larson Wealth Management?

The largest department at Larson Wealth Management is Finance with 3 employees.

Where are Larson Wealth Management employees located globally?

Larson Wealth Management has employees across 2 continents and 2 countries including United Arab Emirates, United States Of America.

How has Larson Wealth Management's team size changed over time?

Larson Wealth Management's team has remained stable from approximately 6 to 6 employees based on available data.

Larson Wealth Management Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Larson Wealth Management is a financial services firm based in Harrisonburg, Virginia, offering comprehensive financial and retirement planning. The practice emphasizes objective, timely financial guidance and works collaboratively with clients’ CPAs, attorneys, and other advisors to implement and monitor personalized plans. Serving individuals seeking structured retirement strategies, the firm leverages its experience to help clients stay aligned with their long-term financial goals. As a registered representative and affiliated with LPL Financial, the firm operates within the broader securities and financial planning ecosystem, with licensing across multiple states. The team is small in scale, reflecting a focused, locally grounded advisory presence in the Harrisonburg area.

Larson Wealth Management Global Highlights

North America
10

United States Of America
10

Asia
1

United Arab Emirates
1

Larson Wealth Management's Leadership

R. L.
President
Mobile Phone
Email
D. L.
Portfolio Manager
Mobile Phone
Email
T. L. C. C.
Financial Planner
Mobile Phone
Email
D. L.
Certified Financial Planner™
Mobile Phone
Email
S. S.
Wealth Planner
Mobile Phone
Email
J. M.
Csa
Mobile Phone
Email
T. C.
Financial Planner
Mobile Phone
Email
J. C.
Client Services Associate
Mobile Phone
Email

Larson Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Larson Wealth Management

Name

Title

Contact Info

Location

Last Update

R. L.
President
Mobile Phone
Email
United StatesWisconsin
Sep 09, 2025
D. L.
Portfolio Manager
Mobile Phone
Email
Oct 23, 2024
T. L. C. C.
Financial Planner
Mobile Phone
Email
United StatesVirginia
Dec 31, 2025
D. L.
Certified Financial Planner™
Mobile Phone
Email
United StatesVirginia
May 28, 2026
S. S.
Wealth Planner
Mobile Phone
Email
United StatesVirginia
Nov 17, 2025
J. M.
Csa
Mobile Phone
Email
United StatesVirginia
Apr 25, 2025
T. C.
Financial Planner
Mobile Phone
Email
Mar 11, 2025
J. C.
Client Services Associate
Mobile Phone
Email
United StatesVirginia
Nov 11, 2025

Frequently Asked Questions

What is Larson Wealth Management known for?

Larson Wealth Management was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 124 Newman Avenue Suite 101 Harrisonburg, Virginia 22801 United States; you can contact the main corporate office by phone at

+1-540-574-****

. Explore Larson Wealth Management's company overview page for more information.

What is Larson Wealth Management's most common email format?

Larson Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Larson Wealth Management email formats with LeadIQ.

How many employees does Larson Wealth Management have currently?

Larson Wealth Management has approximately 6 employees as of March 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Larson Wealth Management's key employees and leadership?

As of March 2026, Larson Wealth Management's key employees include:

President: R. L.
Portfolio Manager: D. L.
Financial Planner: T. L. C. C.
Certified Financial Planner™: D. L.
Wealth Planner: S. S.

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Larson Wealth Management Employee Directory

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