WALTIUM INVESTMENT ADVISORS

WALTIUM INVESTMENT ADVISORS is an SEC-registered investment adviser (CRD 324406). Regulatory assets under management: $321K.

Registration

• CRD: 324406
• Type: Registered investment adviser
• Phone: 203-919-1993
• Latest filing: 2026-08-03
• Regulatory AUM: $321K
• Discretionary AUM: $321K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 324406 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search