Wallender, Timothy Joseph
● SEC registered since 2025CRD 138301SEC# 801-131292Manhattan Beach, CA
Reg. AUM
$137.3M
Employees
1
Accounts
257
Location
Manhattan Beach, CA
Wallender, Timothy Joseph assets under management
Wallender, Timothy Joseph is an investment advisory firm registered with the SEC based in Manhattan Beach, CA. The firm has been registered since 2025. It reports $137.3 million in regulatory assets under management and employs 1 people.
Wallender, Timothy Joseph owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Timothy Wallender Control | Owner, Cco | Over 75% | 1989 |
Frequently asked questions
How much does Wallender, Timothy Joseph manage?
Wallender, Timothy Joseph reports $137.3 million in regulatory assets under management on its Form ADV.
How many employees does Wallender, Timothy Joseph have?
Wallender, Timothy Joseph reports 1 employees.
Where is Wallender, Timothy Joseph located?
Wallender, Timothy Joseph is based in Manhattan Beach, CA and has been SEC-registered since 2025.
Does Wallender, Timothy Joseph disclose fund performance?
Wallender, Timothy Joseph is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1129 Highland Ave #203, Manhattan Beach, CA 90266 |
| Phone | 310-318-3255 |
| Fax | 310-318-3255 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$137.3M▲ 20%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$137.3Mregulatory AUM
Discretionary $137.3M