Carson John Wolf
Financial advisor at Walser Wealth Management Company, A Ltd Liability Co · Tampa, FL
Last updated 2026-10-10
Claim your profileCarson John Wolf is a financial advisor at Walser Wealth Management Company, A Ltd Liability Co in Tampa, FL, CRD 7122945. Licenses and exams on the registration: Series 65. IAPD registration began 2023-06-12.
Registration
- CRD number
- 7122945
- Registration status
- Active
- IAPD registration
- 2023-06-12
- Industry Experience
- 3 years
- Work Experience
- 10 years
- States registered
- FL
Licenses and exams
- Series 65
Work history
- 2023-04 to 2023-06 · Walser Wealth Management Company, A Limited Liability Company · Tampa, FL
- 2023-06 to Present · Walser Wealth Management Company, A Limited Liability Company · Tampa, FL
- 2022-11 to 2023-04 · Precision Marine · Largo, FL
- 2021-11 to 2022-11 · Castaway Customs · Bradenton, FL
- 2021-05 to 2021-09 · American Products, Inc. · Tampa, FL
- 2020-06 to 2020-08 · S & E Renovations, Inc · Venice, FL
- 2018-01 to 2019-04 · 1023 Diesel · Palmer, AK
- 2017-01 to 2018-12 · Boaters Republic · St. Petersburg, FL
- 2017-06 to 2017-08 · Fender Blenders · Largo, FL
- 2016-08 to 2020-05 · University of South Florida · St. Petersburg, FL
- 2021-02 to 2021-03 · Gml Coatings · Bradenton, FL
- 2020-09 to 2021-01 · Unemployed · St. Petersburg, FL
Current employment
Walser Wealth Management Company, A Ltd Liability Co
- Regulatory AUM
- $339,238,101
- Registered advisors
- 13
- Offices
- 1
- Clients per advisor
- 52.1 (Low)
- Average AUM per client
- $501.1K (Low)
- High-net-worth client ratio
- 12.9% (Low)
About
Carson John Wolf is a financial advisor at Walser Wealth Management Company, A Limited Liability Company, operating as Walser Wealth Management Company, A Ltd Liability Co in Tampa, FL. Reported securities licenses include Series 65. The latest record indicates 3 years of industry experience and 10 years of reported work history.
Walser Wealth Management Company, A Ltd Liability Co's firm-level Form ADV reports 13 advisors across 1 offices; approximately 52.1 clients per advisor, average assets per client of $501,090, and regulatory AUM of $339.2M; client categories including Individuals (non-HNW) and High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $113.3M across 71 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Carson John Wolf personally.
Reported ETF positions
Walser Wealth Management reports 71 ETF positions worth $113.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| GLD — SPDR Gold Shares | $29M |
| SLV — iShares Silver Trust | $16.2M |
| URA — Global X Uranium ETF | $6.3M |
| SGOV — iShares 0-3 Month Treasury Bond ETF | $5.4M |
| PDBC — Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $4.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Walser Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $918.8K | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $918.8K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $260.6K | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | DCRE — DoubleLine Commercial Real Estate Debt ETF | $1.5M | Top 98.7% | Replicability (R²) 57.6% · Residual Sharpe 2.67 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Walser Wealth Management Company, A Ltd Liability Co on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Lawyer or Law Firm
- Insurance Company or Agency
Location
111 W. Oak Avenue, Tampa, FL 33602
13 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 866-929-3258
- Website: walserwealth.com
- Youtube
Official record
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