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| Walsh & Associates LLC
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|---|---|
| CRD # | 144441 |
| SEC # | 801-77605 |
| CIK # | 0002135144 |
| AUM | 827.7 M (2026-03-10) |
| Employees | 15 (60% Investors, 60% Brokers) |
| Phone | 941-952-1188 |
| Address | 2350 Fruitville Rd Sarasota, FL 34237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 5.6 | ||
| Nvidia Corp | 2.4 | ||
| Apple Inc | 2.3 | ||
| PepsiCo Inc | 0.9 | ||
| Procter & Gamble Co | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 820 | 191.8 |
| (b) Individuals (high net worth individuals) | 487 | 615.5 |
| (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 | 9 | 15.3 |
| (h) Charitable organizations | 3 | 0.9 |
| (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 | 5 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,571 | 827.7 |
| By Discretionary | ||
| Discretionary | 2,571 | 827.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,571 | 827.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 827.7 | |
| Total | 2,571 | 827.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002135144] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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