# WALSH & ASSOCIATES, LLC

WALSH & ASSOCIATES, LLC of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 144441
- Type: SEC-registered investment adviser
- SEC file number: 801-77605
- Location: 2350 FRUITVILLE RD, SUITE 201, SARASOTA, FL, 34237
- Phone: 941-952-1188
- Latest filing: 2026-03-10
- Regulatory AUM: $827.7M
- Discretionary AUM: $827.7M
- Clients: 15
- Accounts: 2,571

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Patrick Walsh | MANAGING MEMBER; WEALTH ADVISOR | — |
| Michael James Walsh | CCO | — |
| Thomas Gilbert Walsh | WEALTH ADVISOR | — |
| WALSH JOHN PATRICK | MANAGING MEMBER; PRESIDENT; WEALTH ADVISOR | — |
| WALSH TERRENCE JAMES | CCO | — |
| WALSH THOMAS GILBERT | WEALTH ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144441/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144441/similar
- Related entities: https://search.stillhousedata.com/firm/144441/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144441

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.