RIA Intel›Advisers›Oregon›WALSH FINANCIAL LLC

WALSH FINANCIAL LLC

Advisory

Data as of Jun 1, 2026 · Source: SEC Form ADV

Average account

$45K

across 1 accounts

AUM per adviser

$45K

1 advisers

Source: SEC Form ADV. Figures as filed Jun 1, 2026.

Total AUM

$45K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45K

Discretionary AUM$45K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

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

KEYCHAIN CORP

$50K

TANDEM FINANCIAL PLANNING LLC

$64K

BAXTER ACQUISITION INC.

PORTLAND, OR

$22K

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