# Walsvick Wealth Management

Walsvick Wealth Management is an Asset Manager based in United States, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** walsvickwealthmanagement.com

## Regulatory record

- **CRD number:** 171719
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171719

## About

WALSVICK WEALTH MANAGEMENT is a state-registered investment adviser with $4 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Who runs investment decisions at Walsvick Wealth Management?

The firm has not publicly named any investment professionals, principals, or decision-makers.

### What asset classes does Walsvick Wealth Management invest in?

The firm's asset-class focus has not been disclosed in public records.

### Does Walsvick Wealth Management participate in direct deals or fund investments?

No information exists in the public domain about Walsvick Wealth Management's investment approach—whether direct co-investments, fund-of-funds, or other vehicles.

### Where does the capital managed by Walsvick Wealth Management originate?

The source of the wealth underlying the firm has not been publicly disclosed.

### What is the firm's recent activity in the last two years?

No operational events or transactions involving Walsvick Wealth Management have been reported in the public domain since 2024.

### What sectors does Walsvick Wealth Management explicitly avoid?

The firm has not publicly stated any sector preferences or restrictions.

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Last updated: 2026-06-03T20:00:00.000Z

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