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Building 2WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY

Map pinTAMPA, FL
Phone866-929-3258
NotebookSEC #801-127246
Total AUM
$344.1M
Employees
26
Clients
685

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 W. OAK AVENUE
STE 450
TAMPA
FL 33602
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
866-929-3258

ReceiptFinancials

Total AUM
$344.1M
Accounts
685
Discretionary
$344.1M
Accounts
685
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
597
AUM
$180.5M
HNW Individual Clients
88
AUM
$163.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTFLGAIAILINKSKYLAMAMDMIMNMONCNENHNJNMNYOHOKORPASCTNTXVAWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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