RIA Intel›Advisers›Ohio›WALDEN WEALTH PARTNERS, LLC

WALDEN WEALTH PARTNERS, LLC

Advisory

N·BEACHWOOD, OH

Data as of Jun 28, 2024 · Source: SEC Form ADV

Total AUM

$333M

1-Year AUM Growth

+12.5%

3-Year CAGR

+12.3%

Employees

2

Assets Under Management

Total AUM$333M

Discretionary AUM$324M

Non-Discretionary AUM$9M

Discretionary %97.2%

Total Clients—

Team

Total Employees2

Investment Advisers5

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record18

First FilingJun 6, 2016

Latest FilingJun 28, 2024

🔒 Full AUM trend chart and 18 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WALDEN WEALTH PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.