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
Waller Wealth Management, LLC
By the Numbers
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Total Assets Under Management53MILLION
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Total Number of Accounts200ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, LA, TX
Financial Advisors at Waller Wealth Management, LLC
1
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.
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