$37.9M Total AUM
$37.9M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
22 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-30-2003
- Office Locations
- 1
Office Locations
-- Norfolk VA
About Wallach Planning & Investments
Wallach Planning & Investments is a Norfolk, VA-based, principal-led advisory focused on helping individuals navigate retirement and other life transitions with goal-based financial planning and ongoing guidance. The practice builds portfolios primarily with ETFs and supports broader needs including tax and estate planning, retirement plans, insurance, and portfolio construction. Custodied with TD Ameritrade.
Team overview
-- AVG AGE
$37.9M AVG AUM / ADVISOR
$843.3K AVG AUM / CLIENT
22.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
A
ANDREW JAY WALLACH
Principal
- CRD
- #4458374
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,946,885 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,946,885 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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