Walsh & Associates, LLC
Sarasota, FL·SEC-registered · CRD #144441
Walsh & Associates, LLC is an SEC-registered investment advisory firm in Sarasota, FL managing $828M across 2.6k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$828M
Client accounts
2.6k
Advisory staff
9
Fee model
Fee-based
How Walsh & Associates, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Walsh & Associates, LLC
How much does Walsh & Associates, LLC manage?
Per its most recent SEC Form ADV filing (03/10/2026), Walsh & Associates, LLC reports $828M in regulatory assets under management across roughly 2.6k client accounts.
How does Walsh & Associates, LLC charge?
Walsh & Associates, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Walsh & Associates, LLC a fiduciary?
Yes. Walsh & Associates, LLC is registered with the U.S. Securities and Exchange Commission (CRD #144441), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Walsh & Associates, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Walsh & Associates, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Walsh & Associates, LLC's public SEC Form ADV filing (CRD #144441, filed 03/10/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Walsh & Associates, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Walsh & Associates, LLC? Claim this profile.