WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
CRD #206518 SEC #801-127246 TAMPA, FL 866-929-3258
SEC Registered
Total AUM
$220.3M
Discretionary
$220.3M
Employees
11
Clients
101
Accounts
582
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $220.3M | $220.3M | $0 | 11 | 0 |
| Sep 2025 | $220.3M | $220.3M | $0 | 12 | 0 |
| Aug 2025 | $220.3M | $220.3M | $0 | 13 | 0 |
| Jun 2025 | $220.3M | $220.3M | $0 | 13 | 0 |
| May 2025 | $220.3M | $220.3M | $0 | 14 | 0 |
| May 2025 | $220.3M | $220.3M | $0 | 15 | 0 |
| Apr 2025 | $220.3M | $220.3M | $0 | 16 | 0 |
| Mar 2025 | $220.3M | $220.3M | $0 | 17 | 0 |
| Dec 2024 | $164.1M | $164.1M | $0 | 11 | 0 |
| Oct 2024 | $164.1M | $164.1M | $0 | 12 | 0 |
| Aug 2024 | $164.1M | $164.1M | $0 | 12 | 0 |
| Mar 2024 | $164.1M | $164.1M | $0 | 12 | 0 |
| Oct 2023 | $104.2M | $104.2M | $0 | 9 | 0 |
| Oct 2023 | $104.2M | $104.2M | $0 | 9 | 0 |
| Oct 2023 | $104.2M | $104.2M | $0 | 9 | 0 |
| Jul 2023 | $104.2M | $104.2M | $0 | 9 | 0 |
| Mar 2023 | $104.2M | $104.2M | $0 | 9 | 0 |
| Dec 2022 | $104.2M | $104.2M | $0 | 9 | 0 |
DateOct 2025
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees11
Clients0
DateSep 2025
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees12
Clients0
DateAug 2025
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees13
Clients0
DateJun 2025
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees13
Clients0
DateMay 2025
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees14
Clients0
DateMay 2025
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees15
Clients0
DateApr 2025
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees17
Clients0
DateDec 2024
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees11
Clients0
DateOct 2024
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees12
Clients0
DateAug 2024
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees12
Clients0
DateOct 2023
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees9
Clients0
DateJul 2023
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees9
Clients0
DateDec 2022
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees9
Clients0