WALL STREET INVESTMENT MANAGEMENT, LLC

WALL STREET INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 143975). Regulatory assets under management: $174.7M.

Registration

• CRD: 143975
• SEC file number: 801-125932
• Type: Registered investment adviser
• Phone: (703) 728-3380
• Latest filing: 2026-03-30
• Regulatory AUM: $174.7M
• Discretionary AUM: $174.7M
• Clients: 2
• Accounts: 9

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143975 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search