W
CRD: 206518
Walser Wealth Management Company, A Limited Liability Company
$344.1M Total AUM
$344.1M Disc. AUM
44.4% 3Y CAGR
26 Employees
685 ADV. Clients
10 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-09-2015
- Office Locations
- 1
Office Locations
111 W. OAK Avenue STE 450 Tampa FL
About Walser Wealth Management Company, A Limited Liability Company
Walser Wealth Management Company, A Limited Liability Company is a Tampa-based RIA. The firm has been operating for 10 years. Managing $344.1M in total assets under management, with 13 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company.
Team overview
30 AVG AGE
$26.5M AVG AUM / ADVISOR
$502.4K AVG AUM / CLIENT
2.6 yrs AVG TENURE
26 Employees
13 Advisory Reps
13 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
REBECCA WALSER
CEO, Chief Investment Officer, Founder
- CRD
- #2602608
- Ownership
- 75% or more
Available
Available
Available
ERNEST JOHN C'DEBACA
Chief Compliance Officer
- CRD
- #5574701
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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RUSSELL JOSS BECKER
Strategic Wealth Advisor
- CRD
- #6051429
Available
Available
Available
J
JUSTIN PAUL ELLIOTT
Strategic Wealth Advisor
- CRD
- #5908126
Available
Available
Available
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $344,142,233 | $502,397 |
| Non-Discretionary | $0 | -- |
| Total | $344,142,233 | $502,397 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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