WALLER WEALTH MANAGEMENT, LLC

Overview

Waller Wealth Management, LLC is a small, owner-operated advisory firm focused on portfolio management for individuals, families and small businesses. The firm combines advisory services with insurance brokerage, which informs its use of annuities and insurance-based products alongside managed investment portfolios. Pricing is a mix of percentage-of-assets and fixed fees, and the firm manages most client relationships on a discretionary basis. Investment activity is concentrated in publicly traded equities as the primary driver of client portfolios. The firm is not an active ESG investor and does not position itself as a capital allocator or pension consultant; its profile is that of a traditional wealth manager providing customized equity-heavy portfolios and insurance solutions to retail clients.

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Public Holdings

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Location & Offices