Walsh & Associates, LLC
● SEC registered since 2013CRD 144441SEC# 801-77605Sarasota, FL
Reg. AUM
$827.7M
Employees
15
Accounts
2,571
Location
Sarasota, FL
Walsh & Associates, LLC assets under management
Walsh & Associates, LLC is an investment advisory firm registered with the SEC based in Sarasota, FL. The firm has been registered since 2013. It reports $827.7 million in regulatory assets under management and employs 15 people.
Walsh & Associates, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Patrick Walsh Control | Managing Member | 50-75% | 2012 |
| Joseph Patrick Walsh | Wealth Advisor | 10-25% | 2018 |
| Michael James Walsh | Cco | 10-25% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Walsh & Associates, LLC manage?
Walsh & Associates, LLC reports $827.7 million in regulatory assets under management on its Form ADV.
How many employees does Walsh & Associates, LLC have?
Walsh & Associates, LLC reports 15 employees.
Where is Walsh & Associates, LLC located?
Walsh & Associates, LLC is based in Sarasota, FL and has been SEC-registered since 2013.
Does Walsh & Associates, LLC disclose fund performance?
Walsh & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2350 Fruitville Rd, Suite 201, Sarasota, FL 34237 |
| Phone | 941-952-1188 |
| Fax | 941-952-1184 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$827.7M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$827.7Mregulatory AUM
Discretionary $827.7M