Waller Wealth Management, LLC

Waller Wealth Management, LLC (CRD# 307148) is a financial advisory firm headquartered in Magnolia, AR. They manage $53,000,000 in 200 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
515 N. Jackson, Magnolia, AR 71753
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $265,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, LA, TX

Financial Advisors at Waller Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kory Waller, financial advisor Magnolia AR
Kory W. Waller
CRD#: 4547197
515 N. Jackson, Magnolia, AR 71753

Kory Waller (CRD# 4547197) is an Investment Advisor Representative working at Waller Wealth Management, LLC in Magnolia, AR and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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