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WALTON RAHAL CPAS PLLC

Advisory

BOCA RATON, FL

Data as of Jan 9, 2026 · Source: SEC Form ADV

Rank in FL

#1,429

of 2,610 advisers by AUM

Average account

$616K

across 125 accounts

AUM per adviser

$39M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

8

Assets Under Management

Total AUM$77M

Discretionary AUM$77M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees8

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InFL

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

40 clients

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

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