Walt St Wsim Ltd

Overview

Walt St Wsim Ltd is a small, single-office registered investment adviser organized as a limited liability company that focuses on discretionary portfolio management for individuals and small businesses. The firm bills on a percentage-of-AUM basis and concentrates client allocations in publicly traded equities, using exchange-traded instruments as the primary vehicle. It does not position itself as an ESG-focused or multi-state adviser and does not serve as a pension consultant or related adviser. Given the firm’s scale and client base, investment activity appears centered on straightforward equity exposure supplemented by third-party alternatives and insurance products. The discretionary mandate across the firm’s client relationships suggests active rebalancing and manager selection rather than a purely advisory, do-it-yourself model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices