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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Walser Wealth Management Company A Limited Liability Company
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| CRD # | 206518 |
| SEC # | 801-127246 |
| CIK # | |
| AUM | $220.3 M (2025-06-17) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 866-929-3258 |
| Address | 111 W Oak Avenue Tampa, FL 33602 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 538 | 136.3 |
| (b) Individuals (high net worth individuals) | 44 | 84.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 582 | 220.3 |
| By Discretionary | ||
| Discretionary | 582 | 220.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 582 | 220.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.3 | |
| Total | 582 | 220.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
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OR | 0.2 |
|
Capital Wealth Alliance LLC
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AZ | 0.2 |
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1492 Capital Management LLC
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WI | 0.2 |
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Asset Management for Professionals Inc
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WI | 0.2 |
|
Banyan Capital Management Inc
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GA | 0.2 |
|
Cap Partners LLC
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TN | 0.2 |
|
Defined Wealth Management LLC
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|
OR | 0.2 |
|
DCM Advisors LLC
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NY | 0.2 |
|
Wilkins Miller Wealth Management LLC
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AL | 0.2 |
|
LRZ Capital LLC
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|
FL | 0.2 |