Waller Wealth Management, LLC
Firm details
- Headquarters
- Magnolia, Arkansas
- CRD number
- 307148
- Website
- www.wallerwealthmgmt.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Waller Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, and it provides financial planning and portfolio management for both individual clients and small businesses. Waller Wealth also operates as an insurance broker, and its fee arrangements include both a percentage-of-assets-under-management component and fixed fees. The firm reports it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Kory Waller
Chief Investment OfficerCRD 4547197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Magnolia, AR
Columbia
Location
Magnolia, AR
Headquartered in Magnolia, AR, in the South of the United States.
- Region
- South
- County
- Columbia
- Address
- 515 N Jackson
- Time zone
- CT (UTC-6)
- Office locations
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