Walstead Associates Investment Advisors, LLC

Walstead Associates Investment Advisors, LLC (CRD# 155369) is a financial advisory firm headquartered in Baytown, TX. They manage $6,200,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $172,222
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Walstead Associates Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Blake E. Bachtel
CRD#: 6458078
202 Post Oak Drive, Baytown, TX 77520
88
Wealthminder
score

Blake Bachtel (CRD# 6458078) is an Investment Advisor Representative working at Walstead Associates Investment Advisors, LLC in Baytown, TX and has over 2 years of experience in the finance industry.

2
William J. Walstead
CRD#: 1533187
202 Post Oak Drive, Baytown, TX 77520
83
Wealthminder
score

William Walstead (CRD# 1533187) is an Investment Advisor Representative working at Walstead Associates Investment Advisors, LLC in Baytown, TX and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.