Walsvick Wealth Management
RIASEC Registered
Total AUM
$4.4M
Discretionary
$0
0% of AUM
Avg account
$275K
Accounts
16
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 171719
- Website
- www.wwmwealth.net
- Custodians
- SHARE HOLDERS SERVICE GROUP
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Walsvick Wealth Management is an independent, limited liability advisory firm owned by an individual and focused on serving individuals and families. The firm provides financial planning and portfolio management specifically for individuals and small businesses. Its client fees are billed as a percentage of assets under management and via hourly charges. Walsvick does not describe itself as an active ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
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
- Other60%
- Exchange Traded Equities36%
- Cash & Cash Equivalents4%
Contacts
1 of 1
David Walsvick
PrincipalCRD 5002093
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations