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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) |
| Fees | |
| Minimum | |
| Phone | 866-929-3258 |
| Address | 111 W Oak Avenue Tampa, FL 33602 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure] |
|---|
5 – Fees and Compensation.
Walser Wealth Management Company
111 W. Oak Avenue, Suite 450, Tampa, FL 33602
Page 11 Phone: (866) 929-3258 Fax: (866) 627-2508
www.walserwealth.com |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure] |
|---|
Item 7 – Types of Clients
Walser Wealth provides investment advisory services to the following types of Clients:
• Individuals, High Net Worth Individuals, Personal Trusts and Estates – private investors, investing their
personal assets
The relative percentage of each type of Client is available on Walser Wealth ’s Form ADV Part 1. These percentages
will change over time. Walser Wealth imposes a minimum account size of approximately $250,000 for establishing
a relationship. This minimum may be waived at the sole discretion of Walser Wealth.
Walser Wealth does not manage any proprietary investment funds or limited partnerships. |
| AUM Breakdown | Accounts | AUM ($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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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