WALLENDER, TIMOTHY JOSEPH

WALLENDER, TIMOTHY JOSEPH of MANHATTAN BEACH, CA is an SEC-registered investment adviser (CRD 138301). Regulatory assets under management: $137.3M.

Registration

• CRD: 138301
• SEC file number: 801-131292
• Type: Registered investment adviser
• Location: 1129 HIGHLAND AVE #203, MANHATTAN BEACH, CA, 90266
• Phone: 310-318-3255
• Latest filing: 2026-04-03
• Regulatory AUM: $137.3M
• Discretionary AUM: $137.3M
• Clients: 1
• Accounts: 257

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• CRD 138301 on SEC IAPD (source of record)
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