Adviser Profile

As of Date 04/03/2026
Registration SEC, Approved, 01/06/2025
Other registrations (3)
Former registrations

WALLENDER, TIMOTHY JOSEPH

ADV Location MANHATTAN BEACH, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 137,315,774 20%
of that, discretionary 137,315,774 20%
Number of Employees 1
of those in investment advisory functions 1 100%
Private Fund GAV* 0
Avg Account Size 534,303 37%
% High Net Worth 11.07% 100%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

137M 118M 98M 78M 59M 39M 20M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees