Carson John Wolf
Investment adviser representative at Walser Wealth Management Company, A Limited Liability Company
7 yearsExperience
1 stateRegistered 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
7 years in the industry.
- Walser Wealth Management Company, A Limited Liability CompanyApr 2023 to now
- Precision MarineNov 2022 to Apr 2023
- Castaway CustomsNov 2021 to Nov 2022
- American Products, Inc.May 2021 to Sep 2021
- Gml CoatingsFeb 2021 to Mar 2021
- UnemployedSep 2020 to Jan 2021
- S & E Renovations, IncJun 2020 to Aug 2020
- 1023 DieselJan 2018 to Apr 2019
- Fender BlendersJun 2017 to Aug 2017
- Boaters RepublicJan 2017 to Dec 2018
- University of South FloridaAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7122945
- Firm CRD
- 206518