Investment adviser · CRD 226583
WALDEN WEALTH PARTNERS LLC
Investment adviser filing (IA)
WALDEN WEALTH PARTNERS, LLC
BEACHWOOD, OH, United States · Form ADV filed Jun 28, 2024
- Regulatory AUM
- $333M Form ADV · Item 5.F
- Client accounts
- 563 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 112 | $330,191,368 | 99.2% |
| Individuals | 6 | $2,777,925 | 0.8% |
Filing source
Form ADV 1886359 · Jun 28, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 28, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
3201 ENTERPRISE PARKWAY, SUITE 100BEACHWOOD, OH, 44122, United States
CRD 226583
Filing source
Form ADV 1886359 · Jun 28, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.