PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Rebecca Walser

Managing MemberWalser Wealth Management Company, a Limited Liability CompanyCRD 2602608

About Rebecca Walser

Rebecca Walser is listed as Managing Member at Walser Wealth Management Company, a Limited Liability Company in Tampa, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Walser Wealth Management Company, a Limited Liability Company
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Rebecca Walser work?

Rebecca Walser is listed as Managing Member at Walser Wealth Management Company, a Limited Liability Company on SEC Form ADV.

How much of Walser Wealth Management Company, a Limited Liability Company does Rebecca Walser own?

Form ADV reports a beneficial ownership band of Over 75%.

Walser Wealth Management Company, a Limited Liability Company

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2015