$320.8K Total AUM
$320.8K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-22-2023
- Office Locations
- 1
Office Locations
-- Kirkland WA
About Waltium Investment Advisors
Waltium Investment Advisors is a Kirkland-based RIA. The firm has been operating for 3 years. Managing $320.8K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$320.8K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
B
Bryan Louis Langley
Managing Member, Owner
- CRD
- #7681258
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $320,763 | -- |
| Non-Discretionary | $0 | -- |
| Total | $320,763 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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