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WALSH & ASSOCIATES, LLC
CRD 144441 · SEC 801-77605
2350 FRUITVILLE RD, SUITE 201, SARASOTA, FL, 34237, United States
Phone
941-952-1188
Fax
941-952-1184
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$827.7M
Discretionary AUM
$827.7M
Team
15 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingFINANCIAL CONSULTING/SELECTION OF OTHER ADVISORS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 820 | $191.8M |
| High net worth individuals | 487 | $615.5M |
| Pension/profit sharing plans | 9 | $15.3M |
| Charitable organizations | 3 | $889K |
| Corporations/business entities | 5 | $4.2M |
States served
AZ, CA, CO, GA, IL, IN, MD, MA, MN, NV, NC, OH, OR, PA, SC, TN, UT, VA, WI, MO, TX, NH, FL
All web addresses on file
- https://www.linkedin.com/company/walsh-&-associates./
- https://www.linkedin.com/in/joewalshiii
- https://www.linkedin.com/in/josephpwalshii
- https://x.com/Walsh_Assoc
- https://www.linkedin.com/in/arminta-stacy-mckelvey-cima%C2%AE-fpqp%E2%84%A2-219b0210a/
- https://www.linkedin.com/in/hunter-smith-371a3324b/
- https://www.linkedin.com/in/kellyholleran/
- https://www.walshandassociates.com/
- http://www.facebook.com/WalshandAssociatesFirm
- http://linkedin.com/in/michaeljwalsh1
- http://linkedin.com/in/thomasgwalsh
- https://www.linkedin.com/company/2419091/
- https://www.linkedin.com/in/taylor-gilchrist-cfp%C2%AE-5a346a177/
- https://www.linkedin.com/in/patricia-musachio-542024387/
Official SEC filing: View on IAPD