RIA Intel›Advisers›Arkansas›WALLER WEALTH MANAGEMENT, LLC

WALLER WEALTH MANAGEMENT, LLC

Advisory

MAGNOLIA, AR

Data as of Aug 21, 2026 · Source: SEC Form ADV

Rank in AR
#86
of 92 advisers by AUM
Average account
$245K
across 290 accounts
AUM per adviser
$71M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM
$71M
Discretionary %
97.2%
Clients
290
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$71M
Discretionary AUM$69M
Non-Discretionary AUM$2M
Discretionary %97.2%
Total Clients290
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAR, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AR

Closest by assets under management. All figures from Form ADV.

DICKINSON BARNUM INVESTMENT MANAGEMENT, LLC
PARAGOULD, AR
$70M
BRS FINANCIAL LLC
LITTLE ROCK, AR
$73M
-46.6% 1Y
ZEISER WEALTH MANAGEMENT LLC
HOT SPRINGS, AR
$67M
MERAKI, LLC
LITTLE ROCK, AR
$75M
GARLAND AND GREENWOOD WEALTH ADVISORS LLC
ROLAND, AR
$76M
NEW HORIZON ASSET MANAGEMENT, INC.
HOT SPRINGS, AR
$65M

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