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Wsv Management, LLC (Dallas)


Wsv Management, LLC is a large advisory firm based in Dallas. It manages $139.02 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

Wsv Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wsv Management: assets under management

The assets under management (AUM) of Wsv Management, LLC is $139.02 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $139.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $46.34 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wsv Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Patrick P. Walker Member 1 Oct 2000 25% - 50% 4456181

Based in Dallas

The principal office where Wsv Management, LLC performs its advisory services is located at 300 Crescent Court, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-756-6056 or by fax 214-756-6079. The normal business hours are 8am-5pm on Monday - Friday.


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