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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-27-2014
- Office Locations
- 1
Office Locations
About Walsvick Wealth Management
Walsvick Wealth Management is a fiduciary wealth manager serving clients nationwide, with roots in Phoenix, AZ. The firm provides comprehensive wealth management and diversified investment management spanning retirement, insurance, budgeting, estate coordination, and tax preparation, with fully transparent, asset-based fees and no commissions. A key differentiator: financial plans are included for advisory clients and in-house tax prep is available (often included) for individuals, small businesses, and fiduciaries.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID CHRISTOPHER WALSVICK
Financial Advisor, General Partner, Owner
- CRD
- #5002093
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,400,000 | -- |
| Total | $4,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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