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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-26-2010
- Office Locations
- 3
Office Locations
About Walsh & Associates, LLC
Walsh & Associates, LLC is a Sarasota, FL-based fiduciary advisor (founded 1986) providing comprehensive financial planning and ongoing portfolio management for individuals and families, including tax, estate, insurance, and charitable planning. Investment implementation emphasizes diversified asset allocation using public funds and ETFs/index funds, custody via LPL Financial. CEO Joe Walsh Jr. is a multi-year Forbes Best-in-State Wealth Advisor award recipient.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSEPH PATRICK WALSH JR
Managing Member
- CRD
- #1477994
- Ownership
- 50% but less than 75%
MICHAEL JAMES WALSH
Certified Financial Planner, Chief Compliance Officer
- CRD
- #5160655
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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TAYLOR MARIE GILCHRIST
--
- CRD
- #7187220
Kelly McLean Holleran
--
- CRD
- #6438788
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $827,707,540 | $321,940 |
| Non-Discretionary | $0 | -- |
| Total | $827,707,540 | $321,940 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | 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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