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WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS

Advisory

N·MISSION VIEJO, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$233M
1-Year AUM Growth
+13.6%
3-Year CAGR
+3.1%
Employees
3
Assets Under Management
Total AUM$233M
Discretionary AUM$201M
Non-Discretionary AUM$32M
Discretionary %86.2%
Total Clients154
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record28
First FilingMar 13, 2001
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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