MANHATTAN BEACH, CACRD 138301Latest ADV April 3, 2026
Wallender, Timothy Joseph is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Manhattan Beach, CA. Its latest Form ADV filing, dated April 3, 2026, reports $137M in regulatory assets under management, 1 employee, and 257 accounts.
Assets Under Management
$137M
Employees
1
Offices
--
Total Clients
289
Primary office
MANHATTAN BEACH, CA
1129 HIGHLAND AVE #203, MANHATTAN BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.9% of total clients.
Top client categories% of clientsClients
1
Individuals
88.9%
257
2
HNWI
11.1%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$137Mas of April 3, 2026
Discretionary100.0%
$137M
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$137M
Total Accounts257
10Y AUM Change+$22M (+19.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee289:1
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.