SEC Form ADV

WALSKY INVESTMENT MANAGEMENT INC

Firm profile: Walsky Investment Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserPA

$130.2M

Assets Under Management

234

Total Clients

Employees

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Registration Details

Accession: CRD-106991
Location: WYOMISSING, PA
Filing Date: March 12, 2026
AUM: $130.2M
Total Clients: 234
Institutional Clients: 4
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

WALSKY INVESTMENT MANAGEMENT INC is a registered investment adviser headquartered in WYOMISSING, PA, managing approximately $130.2M in assets across 234 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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