Wallace
Wallace is an SEC-registered ria with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wallace: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340165, SEC 801-135378, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-05-27)
- Firm type
- Ria
- Employees
- 2
- CRD
- 340165
- Ownership
- Baldwin, Matthew; Sharma, Dipak
How much AUM does Wallace have?
Wallace reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Wallace?
Disclosed owners and executives of Wallace include Baldwin, Matthew, Sharma, Dipak. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.