Walser Wealth Management Company, a Limited Liability Company
● SEC registered since 2023CRD 206518SEC# 801-127246Tampa, FL
Reg. AUM
$339.2M
Employees
26
Accounts
4,648
Location
Tampa, FL
Walser Wealth Management Company, a Limited Liability Company assets under management
Walser Wealth Management Company, a Limited Liability Company operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2023. It reports $339.2 million in regulatory assets under management and employs 26 people.
Walser Wealth Management Company, a Limited Liability Company owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ernest John C'Debaca | Cco | Under 5% | 2026 |
| Rebecca Walser Control | Managing Member | Over 75% | 2015 |
Frequently asked questions
How much does Walser Wealth Management Company, a Limited Liability Company manage?
Walser Wealth Management Company, a Limited Liability Company reports $339.2 million in regulatory assets under management on its Form ADV.
How many employees does Walser Wealth Management Company, a Limited Liability Company have?
Walser Wealth Management Company, a Limited Liability Company reports 26 employees.
Where is Walser Wealth Management Company, a Limited Liability Company located?
Walser Wealth Management Company, a Limited Liability Company is based in Tampa, FL and has been SEC-registered since 2023.
Does Walser Wealth Management Company, a Limited Liability Company disclose fund performance?
Walser Wealth Management Company, a Limited Liability Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 W. Oak Avenue, Ste 450, Tampa, FL 33602 |
| Phone | 866-929-3258 |
| Fax | 866-627-2508 |
| Office hours | 9:00 - 5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$339.2M▲ 54%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,369 advisers
EmployeesTop 20%
More than 80% of 16,804 advisers
Assets under management
$339.2Mregulatory AUM
Discretionary $339.2M