Walser Wealth Management Company, A Limited Liability Company

Firm record

As recorded in SEC IAPD

Firm CRD

206518

SEC number

801-127246

Firm type

RIA

Assets under management

$344.1M as of Mar 31, 2026

Website

www.youtube.com/channel/UC8K-R-7NcqtQbtlAzpWPJSA ↗

Phone

866-929-3258

Address

111 W. Oak Avenue, Tampa, FL, 33602

Advisors at this firm

13 in our index · page 1 of 1

• Russell Joss BeckerCRD 6051429 · Tampa, FL
  IA RegisteredRegistration inactive
• Justin Paul ElliottCRD 5908126 · Tampa, FL
  IA Registered
  Disclosure event(s) on record
• Nathan GaubatzCRD 6714314 · Tampa, FL
  IA RegisteredRegistration inactive
• Gabriel Sutter JungCRD 7592220 · Tampa, FL
  IA Registered
• Trevor Maxwell MannCRD 7213686 · Tampa, FL
  IA RegisteredRegistration inactive
• Charles Ryan MuzzoCRD 6157451 · Tampa, FL
  IA RegisteredRegistration inactive
• Matthew J MullerCRD 7004219 · Tampa, FL
  IA RegisteredRegistration inactive
• Brian William MurphyCRD 6905786 · Tampa, FL
  IA RegisteredRegistration inactive
• Andrew RodriguezCRD 6818950 · Tampa, FL
  IA RegisteredRegistration inactive
• Shannon Clair StophelCRD 7324089 · Tampa, FL
  IA Registered
• Grant Jackson ShelnutCRD 8161577 · Tampa, FL
  IA RegisteredRegistration inactive
• Rebecca WalserCRD 2602608 · Tampa, FL
  IA Registered
• Carson John WolfCRD 7122945 · Tampa, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.