William D. Henley

LARSEN WEALTH MANAGEMENT

El Dorado Hills, CA 95762

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CRD#: 6640767

Professional summary

William Dalton Henley, CFP®, who also goes by Dalton Dalton William, is a registered financial advisor currently at LARSEN WEALTH MANAGEMENT located in El Dorado Hills, California.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. William has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dalton Dalton William

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.Christadelphian Bible Mission of Americas; Treasurer; Non-Investment Related; 9322 Vanalden Ave Northridge CA 91324; Religious-based charitable organization ; Accounting and organizing of funds donated and quarterly/annual reporting ; Start date: 2025-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Dennis Paggi .

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Dalton Henley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

October 5, 2023 - Present

LARSEN WEALTH MANAGEMENT

Office #1: 5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762

RIA

CRD#: 146620

El Dorado Hills, CA

Past

December 2, 2021 - October 11, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

El Dorado Hills, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LARSEN WEALTH MANAGEMENT

LARSEN WEALTH MANAGEMENT | LWM ADVISORS INC

CRD#: 146620 / SEC#: 801-127193

RIA

Registered Investment Advisory firm - (12/1/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

LARSEN WEALTH MANAGEMENT

LARSEN WEALTH MANAGEMENT | LWM ADVISORS INC

CRD#: 146620 / SEC#: 801-127193

RIA

Registered Investment Advisory firm - (12/1/2023 Approved)

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Contact information

Main Address

5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762

Mailing Address

Phone number

(916) 939-6860

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - LWM ADVISORS, INC. DBA LARSEN WEALTH MANAGEMENT (6/6/2025)

Regulatory assets under management

Total Number of Accounts	608
AUM (Assets Under Management)	$ 148,660,571

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William D. Henley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Dalton Henley's CRS (Customer Relationship Summary).

Certified licenses

Experience

LARSEN WEALTH MANAGEMENT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Primary Firm SEC Registration

LARSEN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

LARSEN WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LARSEN WEALTH MANAGEMENT

TRUST BUT VERIFY

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