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WALLACE

· CRD 340165 · IAPD ↗ · wallacefinance.io · (903) 571-7493

$0Regulatory AUM
1Advisory reps
2Employees
41Clients
n/aPlanning clients
0Private funds
51States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
March 2026 — WALLACE (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.