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Waldman Financial Advisers, LLC (Vienna)


Waldman Financial Advisers, LLC is an adviser based in Vienna. It manages $84.84 million of regulatory assets for 240 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of District of Columbia, Florida, Louisiana, and 5 other states.

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Waldman Financial Advisers provides portfolio management for individuals and small businesses and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Waldman Financial Advisers: assets under management

The assets under management (AUM) of Waldman Financial Advisers, LLC is $84.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $84.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $353.52 thousand each.
Waldman Financial Advisers has custody of $84.84 million in cash and securities for 240 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Waldman Financial Advisers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Vienna

The principal office where Waldman Financial Advisers, LLC performs its advisory services is located at 501 Church St Ne, Vienna, VA 22180, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-281-7100 or by fax 703-281-7275. The normal business hours are 8 - 5 on Monday - Friday. You can find more information about the New York firm at waldmanadvisers.com.


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