RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 21, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control
WALSER, REBECCAIMANAGING MEMBER/CCOE Control

Registrations

Federal

IA
Oct 21, 2025 REGISTERED

Notice Filings (6)

AL FL GA IL SC TX

Address

111 W. OAK AVENUE
STE 450
TAMPA, FL 33602
United States
Phone: 866-929-3258