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| Happy Holidays!! thanks for using AUM13F!! |
| Walsky Investment Management Inc
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| CRD # | 106991 |
| SEC # | 801-124822 |
| CIK # | |
| AUM | $122.3 M (2025-03-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 610-670-6918 |
| Address | 2650 Westview Drive Wyomissing, PA 19610-1187 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 24.5 |
| (b) Individuals (high net worth individuals) | 33 | 88.4 |
| (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 | 6.7 |
| (h) Charitable organizations | 0 | 1.7 |
| (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 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 227 | 122.3 |
| By Discretionary | ||
| Discretionary | 227 | 122.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 227 | 122.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.3 | |
| Total | 227 | 122.3 |
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|---|---|---|
|
Harger and Company Inc
✚
|
LA | 0.1 |
|
River's Edge Wealth Management LLC
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PA | 0.1 |
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Bosman Wealth Management LLC
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CA | 0.1 |
|
Summit Financial Consulting LLC
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MI | 0.1 |
|
Sherman Wealth Management LLC
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MD | 0.1 |
|
Pinnacle Wealth Management Partners Inc
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|
MI | 0.1 |
|
Conscious Capital Wealth Management LLC
✚
|
FL | 0.1 |
|
TKC Wealth Management LLC
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|
TX | 0.1 |
|
Foster Point Capital LLC
✚
|
0.1 | |
|
MFG Investments LLC
✚
|
NJ | 0.1 |