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WALLENDER, TIMOTHY JOSEPH
CRD 138301 · SEC 801-131292
1129 HIGHLAND AVE #203, MANHATTAN BEACH, CA, 90266, United States
Phone
310-318-3255
Fax
310-318-3255
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$137.3M
Discretionary AUM
$137.3M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 257 | $58.3M |
| High net worth individuals | 32 | $79.0M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD