WALLER WEALTH MANAGEMENT, LLC

WALLER WEALTH MANAGEMENT, LLC of MAGNOLIA, AR is an SEC-registered investment adviser (CRD 307148). Regulatory assets under management: $71.0M.

Registration

• CRD: 307148
• Type: Registered investment adviser
• Location: 515 N. JACKSON, MAGNOLIA, AR, 71753
• Phone: 870 234-7155
• Latest filing: 2026-03-05
• Regulatory AUM: $71.0M
• Discretionary AUM: $69.0M
• Non-discretionary AUM: $2.0M
• Clients: 1
• Accounts: 290

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307148 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search