Member/chief Compliance Officer · Larson Williams Wealth Advisors, LLC
Dallen W. Williams
CRD 6173863 · Named on Form ADV at one SEC-registered adviser
At a glance
Larson Williams Wealth Advisors, LLC, an SEC-registered wealth manager based in Cedar City, UT with $140 million in regulatory assets, lists Dallen W. Williams on its Form ADV as Member/chief Compliance Officer, a control person.
Firms and roles
- Larson Williams Wealth Advisors, LLCMember/chief Compliance OfficerWealth manager · Cedar City, UT · $140M in regulatory assets
AtlasMembers
Dallen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Levi B LarsonMember, Larson Williams Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dallen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.