Walser Wealth Management Company, A Limited Liability Company

Overview

Walser Wealth Management Company, A Limited Liability Company is an independent, individual-owned Registered Investment Adviser that began its SEC registration in 2023. The firm serves individuals and families, positioning itself as a fee-based wealth manager and capital allocator that combines financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Walser maintains industry relationships with a law firm and an insurance company and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives