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Timothy Wallender

Wallender, Timothy Joseph

Manhattan Beach, CA

CRD 2539920

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Employer firm

Wallender, Timothy Joseph CRD 138301

$137M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Wallender, Timothy Joseph

1129 Highland Ave #203, Manhattan Beach, CA 90266 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-05
CA RA APPROVED 2021-06-22
  • TX RA
    APPROVED
    Since 2026-05-05
  • CA RA
    APPROVED
    Since 2021-06-22

Branch Locations

1129 Highland Ave #203, Manhattan Beach, CA 90266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wallender, Timothy Joseph Manhattan Beach CA 11/2005 Present
Other Businesses

Not Investment-related Wallender & Associates - President Aerospace Project Management Consulting Company

Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

BEACH CITIES WEALTH MANAGEMENT, LLC · MANHATTAN BEACH, CA
ACIES INVESTMENTS MANAGEMENT, LLC · MANHATTAN BEACH, CA
LPL FINANCIAL LLC · MANHATTAN BEACH, CA

More in Manhattan Beach, CA

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