RIA Intel›Advisers›Florida›WALTERS STRATEGIC ADVISORS, LLC

WALTERS STRATEGIC ADVISORS, LLC

Advisory

SARASOTA, FL

Data as of Jun 10, 2026 · Source: SEC Form ADV

Rank in FL
#1,485
of 2,610 advisers by AUM
Average account
$554K
across 123 accounts
AUM per adviser
$34M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM
$68M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$68M
Discretionary AUM$68M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

STRUCTURE WEALTH PARTNERS LLC
ORLANDO, FL
$68M
SAC INVESTMENT MANAGEMENT LLC
$68M
CARUSO AND COMPANY, P.A., CERTIFIED PUBLIC ACCOUNTANTS
DEERFIELD BEACH, FL
$68M
+3.8% 1Y
R. H. HANSFORD & COMPANY, INC.
$68M
-37.4% 1Y
TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC
$68M
-9.7% 1Y
CLOCKWISE CAPITAL LLC
MIAMI, FL
$68M
-80.5% 1Y

Get the full picture on WALTERS STRATEGIC ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WALTERS STRATEGIC ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans