CRD: 307148
Waller Wealth Management, LLC
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- Custodian
- Jackson National Life ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-27-2020
- Office Locations
- 1
Office Locations
About Waller Wealth Management, LLC
Waller Wealth Management (Magnolia, AR) provides active portfolio management and financial planning for retail clients, pairing customized portfolio design with proprietary equity research and risk-management systems. Planning services include retirement, education, estate, and philanthropic planning. The firm emphasizes disciplined investment principles and is a FINRA/SIPC member; advisory services are provided as an Arkansas-registered investment adviser.
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KORY WAYNE WALLER
Chief Compliance Officer, Managing Member
- CRD
- #4547197
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,000,000 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $71,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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