Walser Wealth Management Company, A Limited Liability Company
Walser Wealth Management Company, A Limited Liability Company (CRD# 206518) is a financial advisory firm headquartered in Tampa, FL. They manage $164,072,665 in 1,145 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management164MILLION
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Total Number of Accounts1,145ACCOUNTS
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Average Account Value$143,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, FL, GA, IL, SC, TX
Rebecca Walser (CRD# 2602608) is an Investment Advisor Representative working at Walser Wealth Management Company, A Limited Liability Company in Tampa, FL and has 1 year of experience in the finance industry.
Alexander Fellios (CRD# 7530840) is an Investment Advisor Representative working at Walser Wealth Management Company, A Limited Liability Company in Tampa, FL and has 1 year of experience in the finance industry.
Trevor Mann (CRD# 7213686) is an Investment Advisor Representative working at Walser Wealth Management Company, A Limited Liability Company in Tampa, FL and has 1 year of experience in the finance industry.
Jacob Stinson (CRD# 7439631) is an Investment Advisor Representative working at Walser Wealth Management Company, A Limited Liability Company in Tampa, FL and has over 2 years of experience in the finance industry.
Shannon Stophel (CRD# 7324089) is an Investment Advisor Representative working at Walser Wealth Management Company, A Limited Liability Company in Tampa, FL and has over 3 years of experience in the finance industry.
Jerry Sylvester (CRD# 6592219) is an Investment Advisor Representative working at Walser Wealth Management Company, A Limited Liability Company in Tampa, FL and has over 6 years of experience in the finance industry.
Carson Wolf (CRD# 7122945) is an Investment Advisor Representative working at Walser Wealth Management Company, A Limited Liability Company in Tampa, FL and has 1 year of experience in the finance industry.