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WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY

CRD 206518 · SEC 801-127246

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111 W. OAK AVENUE, STE 450, TAMPA, FL, 33602, United States

Phone

866-929-3258

Fax

866-627-2508

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$344.1M

Discretionary AUM

$344.1M

Team

26 total employees; 13 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals597$180.5M
High net worth individuals88$163.6M

States served

AL, AZ, CA, CO, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, NE, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD