Walsvick Wealth Management

Walsvick Wealth Management (CRD# 171719) is a financial advisory firm headquartered in , . They manage $3,100,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $206,667
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
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Walsvick Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
David C. Walsvick
CRD#: 5002093
3823 E Daley Ln, Phoenix, AZ 85050

David Walsvick (CRD# 5002093) is an Investment Advisor Representative working at Walsvick Wealth Management in Phoenix, AZ and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.