Menu
Pya Waltman Capital, Llc
Knoxville, Tennessee
Pya Waltman Capital, LLC, based out of Knoxville, TN, is a reputable local investment advisory firm catering to over 190 individual clients. With assets under management surpassing $864,023,000, Pya Waltman Capital prides itself on its commitment to delivering personalized financial solutions. Boasting a team of 14 skilled professionals, including six dedicated investment advisors, the firm ensures clients receive comprehensive expertise and guidance in managing their assets effectively.
At Pya Waltman Capital, the majority of the assets managed, accounting for 45%, are under discretionary management. This approach allows the fir...see more
Assets Under Mgmt
$864.02M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Performance-based fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Pya Waltman Capital, Llc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.