| Name | Title | Ownership | Since |
|---|---|---|---|
| Rebecca Walser Control | Managing Member/Cco | Over 75% | 2015 |
Walser Wealth Management Company, a Limited Liability Company reports $220.3 million in regulatory assets under management on its Form ADV.
Walser Wealth Management Company, a Limited Liability Company reports 13 employees.
Walser Wealth Management Company, a Limited Liability Company is based in Tampa, FL and has been SEC-registered since 2023.
Walser Wealth Management Company, a Limited Liability Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 111 W. Oak Avenue, Ste 450, Tampa, FL 33602 |
| Phone | 866-929-3258 |
| Fax | 866-627-2508 |
| Office hours | 9:00 - 5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $220.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $220.3M |