Overview
Assets Under Management: $333 million
Headquarters: BEACHWOOD, OH
High-Net-Worth Clients: 112
Average Client Assets: $2.9 million
Frequently Asked Questions
WALDEN WEALTH PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #226583), WALDEN WEALTH PARTNERS LLC is subject to fiduciary duty under federal law.
WALDEN WEALTH PARTNERS LLC is headquartered in BEACHWOOD, OH.
WALDEN WEALTH PARTNERS LLC serves 112 high-net-worth clients according to their SEC filing dated June 28, 2024. View client details ↓
According to their SEC Form ADV, WALDEN WEALTH PARTNERS LLC offers financial planning and portfolio management for individuals. View all service details ↓
WALDEN WEALTH PARTNERS LLC manages $333 million in client assets according to their SEC filing dated June 28, 2024.
According to their SEC Form ADV, WALDEN WEALTH PARTNERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.17%
Average Client Assets: $2.9 million
Total Client Accounts: 563
Discretionary Accounts: 8
Non-Discretionary Accounts: 555
Regulatory Filings
CRD Number: 226583
Filing ID: 1886359
Last Filing Date: 2024-06-28 17:32:00