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| Walser Wealth Management Company A Limited Liability Company
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|---|---|
| CRD # | 206518 |
| SEC # | 801-127246 |
| CIK # | |
| AUM | $344.1 M (2026-03-31) |
| Employees | 26 (50% Investors, 0% Brokers) |
| Phone | 866-929-3258 |
| Address | 111 W Oak Avenue Tampa, FL 33602 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 597 | 180.5 |
| (b) Individuals (high net worth individuals) | 88 | 163.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 685 | 344.1 |
| By Discretionary | ||
| Discretionary | 685 | 344.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 685 | 344.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 344.1 | |
| Total | 685 | 344.1 |
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|---|---|---|
|
Ahakista Capital LLC
✚
|
0.3 | |
|
Royal Harbor Partners LLC
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TX | 0.3 |
|
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OH | 0.3 |
|
Teramo Advisors LLC
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FL | 0.3 |
|
Crescent Advisor Group Inc
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TX | 0.3 |
|
Kellett Wealth Advisors LLC
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|
Pachira Investments Inc
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|
CA | 0.3 |
|
Bourne Lent Asset Management Inc
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|
NY | 0.3 |
|
M Group Investment Advisor LLC
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|
0.3 | |
|
Victrix Investment Advisors LLC
✚
|
FL | 0.3 |