Walser Wealth Management Company, A Limited Liability Company
- Regulatory AUM
- $344M
- Discretionary
- $344M
- Clients
- 685
- Avg AUM / client
- $502K
- Accounts
- 685
- Employees
- 26
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 597 | $181M | 52.5% |
| High net worth individuals | 88 | $164M | 47.5% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rebecca Walser | Managing Member/Cco | Apr 2015 (11y) | 75% or more | |
| Trevor Maxwell Mann | Registered representative | May 2023 (3y) | ||
| Carson John Wolf | Registered representative | Jun 2023 (3y) | ||
| Charles Ryan Muzzo | Registered representative | Dec 2023 (3y) | ||
| Matthew J Muller | Registered representative | Aug 2024 (2y) | ||
| Brian William Murphy | Registered representative | CFP | Sep 2024 (2y) | |
| Gabriel Sutter Jung | Registered representative | Dec 2024 (2y) | ||
| Russell Joss Becker | Registered representative | CFP | Jul 2025 (1y) | |
| Nathan Gaubatz | Registered representative | CFP | Aug 2025 (1y) | |
| Justin Paul Elliott | Registered representative | CFP | Dec 2025 (1y) | |
| Shannon Clair Stophel | Registered representative | Jan 2026 (1y) | ||
| Andrew Rodriguez | Registered representative | Mar 2026 (0y) | ||
| Grant Jackson Shelnut | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 945 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $320M (93% of AUM) Mar 2026
- Fidelity Brokerage Services $4.3M (2% of AUM) Oct 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗