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Wallender, Timothy Joseph

● SEC registered since 2025CRD 138301SEC# 801-131292Manhattan Beach, CA
Export (members)
Reg. AUM
$114.9M
Employees
1
Accounts
295
Location
Manhattan Beach, CA

Wallender, Timothy Joseph assets under management

Wallender, Timothy Joseph is an investment advisory firm registered with the SEC based in Manhattan Beach, CA. The firm has been registered since 2025. It reports $114.9 million in regulatory assets under management and employs 1 people.
www.strategicindex.comView on SEC.gov ↗

Wallender, Timothy Joseph owners & executives

1 reported
NameTitleOwnershipSince
Timothy Wallender ControlOwner, CcoOver 75%1989

Frequently asked questions

How much does Wallender, Timothy Joseph manage?

Wallender, Timothy Joseph reports $114.9 million in regulatory assets under management on its Form ADV.

How many employees does Wallender, Timothy Joseph have?

Wallender, Timothy Joseph reports 1 employees.

Where is Wallender, Timothy Joseph located?

Wallender, Timothy Joseph is based in Manhattan Beach, CA and has been SEC-registered since 2025.

Does Wallender, Timothy Joseph disclose fund performance?

Wallender, Timothy Joseph is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1129 Highland Ave #203, Manhattan Beach, CA 90266
Phone310-318-3255
Fax310-318-3255
Office hours8:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.9M
Non-discretionary$0
Total (RAUM)$114.9M