WALTERS STRATEGIC ADVISORS, LLC

WALTERS STRATEGIC ADVISORS, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 310582). Regulatory assets under management: $68.1M.

Registration

• CRD: 310582
• Type: Registered investment adviser
• Location: 3277 FRUITVILLE ROAD, SARASOTA, FL, 34237
• Phone: 941-366-4450
• Latest filing: 2026-06-10
• Regulatory AUM: $68.1M
• Discretionary AUM: $68.1M
• Clients: 2
• Accounts: 123

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310582 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search