Waltium Investment Advisors

Overview

Waltium Investment Advisors is a small, individually owned limited liability advisory firm that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm charges fees as a percentage of assets under management and also uses hourly and fixed-fee arrangements. Waltium is not identified as an active ESG investor and does not appear to act as a capital allocator or pension consultant; its advisory footprint is focused on direct client portfolio work rather than large-scale fund allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices