Rebecca Walser
Investment adviser representative at Walser Wealth Management Company, A Limited Liability Company
11 yearsExperience
4 statesRegistered in
$339.2MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Walser Wealth Management Company, A Limited Liability CompanySep 2021 to now
- Walser Captial Group, LLCAug 2016 to now
- Walser Wealth Management, A Limited Liability CompanyJan 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 4 states (FL, GA, IL, TX).
Walser Wealth Management Company, A Limited Liability Company
$339.2MAssets managed
677Clients
14Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2602608
- Firm CRD
- 206518