Walser Wealth Management Company, A Limited Liability Company
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 206518
- Registered since
- January 20, 2023
- Website
- www.walserwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals52.46%
- HNWI47.54%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Walser Wealth Management Company is an independent, owner-operated RIA organized as a limited liability company and SEC-registered in 2023. It functions as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm bills through a mix of asset-based fees, hourly charges, and fixed fees. It does not position itself as an ESG-focused manager. Industry ties include relationships with a law firm and an insurance company, which appear as part of its professional affiliations.
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
- Public Funds/Mutual Funds62%
- Exchange Traded Equities33%
- Cash & Cash Equivalents3%
- Private Funds2%
Owners & executives
1 of 1
Ernest C'debaca
General Counsel and Chief Compliance OfficerCRD 5574701
Contacts
3 of 12
Trevor Mann
Financial AdvisorCRD 7213686
Matthew Muller
Financial AdvisorCRD 7004219
Gabriel Jung
Financial AdvisorCRD 7592220
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$132M in ETFs
81%
$107M
17%
$25.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $29M | 78,702 | 21.96% |
Location
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 111 W Oak Ave
- Time zone
- ET (UTC-5)
- Office locations
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