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| Walser Wealth Management Company A Limited Liability Company
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| |
|---|---|
| CRD # | 206518 |
| SEC # | 801-127246 |
| CIK # | |
| AUM | $164.1 MM (2024-08-08) |
| Employees | 12 (100% Investors, 0% Brokers) |
| Phone | 866-929-3258 |
| Address | 777 S Harbour Island Blvd Tampa, FL 33602 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 662 | 100.0 |
| (b) Individuals (high net worth individuals) | 40 | 64.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,145 | 164.1 |
| By Discretionary | ||
| Discretionary | 1,145 | 164.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,145 | 164.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.1 | |
| Total | 1,145 | 164.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brightpath Wealth Planning LLC
✚
|
CA | 0.2 |
|
Blum Financial LP
✚
|
TX | 0.2 |
|
Jones & Associates Premier Financial Solutions LLC
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|
OR | 0.2 |
|
All Season Financial Advisors Inc
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|
CO | 0.2 |
|
Bedminster LLC
✚
|
SC | 0.2 |
|
Foster & Wood Inc
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|
OR | 0.2 |
|
Experiential Wealth Inc
✚
|
MD | 0.2 |
|
Argyle Capital Partners LLC
✚
|
CA | 0.2 |
|
North Ridge Wealth Advisors Inc
✚
|
OR | 0.2 |
|
HBE Wealth Management LLC
✚
|
NE | 0.2 |