Walsvick Wealth Management

Walsvick Wealth Management (CRD# 171719) is a financial advisory firm headquartered in Phoenix, AZ. They manage $400,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.


Financial Advisors at Walsvick Wealth Management
Showing 1 - 1 of 1 top financial advisors.
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 6 years of experience in the finance industry.

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