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WALLENDER, TIMOTHY JOSEPH

MANHATTAN BEACH, CA · CRD 138301 · IAPD ↗ · strategicindex.com · 310-318-3255

$137.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — WALLENDER, TIMOTHY JOSEPH notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2025 — WALLENDER, TIMOTHY JOSEPH (MANHATTAN BEACH, CA) is newly SEC-registered with $114.9M RAUM and 0 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.