Waltium Investment Advisors

Overview

Waltium Investment Advisors is organized as a limited liability company under individual ownership and operates as a small advisory practice focused on financial planning and portfolio management for individuals and small businesses. The firm charges fees using a mix of asset-based (percentage of AUM), hourly, and fixed-fee arrangements. It does not identify as an active ESG investor, is not positioned as a pension consultant or capital allocator, and is not recorded as a related adviser to another firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices