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WALLER FINANCIAL COACHING, INC.

Advisory

CHICO, CA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in CA
#2,888
of 5,480 advisers by AUM
Average account
$197K
across 461 accounts
AUM per adviser
$45M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$91M
Discretionary %
100%
Clients
68
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$91M
Discretionary AUM$91M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients68
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

HUMPHREYS HENRIETTA GROUP
SAN FRANCISCO, CA
$91M
+41.3% 1Y
WEIR CAPITAL MANAGEMENT LLC
WALNUT CREEK, CA
$91M
+94.5% 1Y
PATRON MANAGEMENT LLC
SANTA MONICA, CA
$91M
DUNCAN DAVID ALFRED
BURLINGAME, CA
$91M
-3.6% 1Y
COUNTERPOINT ASSET MANAGEMENT LLC
SAN DIEGO, CA
$91M
ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC
SAN DIEGO, CA
$91M
-12.1% 1Y

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