Walsky Investment Management Inc
Walsky Investment Management Inc is an SEC-registered wealth manager in Wyomissing, PA with $130.2M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Walsky Investment Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106991, SEC 801-124822, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $130.2M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Wyomissing, PA
- Employees
- 2
- Clients
- 107
- CRD
- 106991
- Ownership
- WALSKY, LAWRENCE; HAFER, CRAIG, DOUGLAS; WALSKY, LAWRENCE, ALPHONSE; WARD, ELIZABETH, ANN; WALSKY, PRISCILLA, KELTING
How much AUM does Walsky Investment Management Inc have?
Walsky Investment Management Inc reported $130.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Walsky Investment Management Inc?
Disclosed owners and executives of Walsky Investment Management Inc include WALSKY, LAWRENCE, HAFER, CRAIG, DOUGLAS, WALSKY, LAWRENCE, ALPHONSE, WARD, ELIZABETH, ANN, WALSKY, PRISCILLA, KELTING. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.