WALSH & ASSOCIATES, LLC

WALSH & ASSOCIATES, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 144441). Regulatory assets under management: $827.7M.

Registration

• CRD: 144441
• SEC file number: 801-77605
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144441 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search