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WALLER WEALTH MANAGEMENT, LLC
CRD 307148
515 N. JACKSON, MAGNOLIA, AR, 71753, United States
Phone
870 234-7155
Fax
870-234-7159
Registration
— (—)
Source
State registered
Total AUM
$71.0M
Discretionary AUM
$69.0M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 290 | $71.0M |
Official SEC filing: View on IAPD