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
Walsvick Wealth Management
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts15ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Walsvick Wealth Management
1
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.
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