WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY

Overview

Walser Wealth Management Company, LLC is an independent, SEC-registered registered investment adviser that operates as a limited liability company. The firm works primarily with individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection and oversight of external advisers. Ownership is individual rather than institutional, and the firm identifies itself as a capital allocator—meaning it places client assets with third-party managers when appropriate. Walser uses a mix of charging models: a percentage of assets under management, hourly fees, and fixed fees depending on the engagement. The firm does not market itself as an ESG-focused manager and reports affiliations with a law firm and an insurance company, which may support client needs around estate, legal, or insurance planning. The adviser registered with the SEC in 2023.

Assets & Accounts

Public Holdings

Investments & Alternatives