Walsky Investment Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Wyomissing, PA. Its latest Form ADV filing, dated March 12, 2026, reports $130M in regulatory assets under management, 2 employees, and 234 accounts.
Assets Under Management
$130M
Employees
2
Offices
--
Total Clients
107
Primary office
WYOMISSING, PA
2650 WESTVIEW DRIVE, WYOMISSING, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.0% of total clients.
Top client categories% of clientsClients
1
Individuals
57.0%
61
2
HNWI
37.4%
40
3
Pension Plans
1.9%
2
4
Charitable
1.9%
2
5
Corporations
1.9%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of March 12, 2026
Discretionary100.0%
$130M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$130M
Total Accounts234
10Y AUM Change+$10M (+8.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.