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WALTERS STRATEGIC ADVISORS, LLC
CRD 310582
3277 FRUITVILLE ROAD, BUILDING E, SARASOTA, FL, 34237, United States
Phone
941-366-4450
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$68.1M
Discretionary AUM
$68.1M
Team
2 total employees; 2 advisory reps; 16 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $6.8M |
| High net worth individuals | 10 | $53.3M |
All web addresses on file
Official SEC filing: View on IAPD