RIA Intel›Advisers›California›WALSH FINANCIAL, PC

WALSH FINANCIAL, PC

Advisory

Data as of Mar 23, 2026 · Source: SEC Form ADV

AUM change, 1 year

+88.4%

93rd percentile in CA

AUM CAGR, 3 year

+11.6%

compound annual growth

Filing history

4

filings since 2021

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

—

1-Year AUM Growth

+88.4%

3-Year CAGR

+11.6%

Employees

0

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %0%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingMar 29, 2021

Latest FilingMar 23, 2026

Full AUM trend chart and 4 historical filings spanning 5+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

Lower risk

Composite band across five pillars

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

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Peer Benchmarking

92nd percentile

Composite rank among CA advisers

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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