Walden Wealth Partners LLC

Walden Wealth Partners LLC (CRD# 226583) is a financial advisory firm headquartered in Solon, OH. They manage $106,700,000 in 376 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $283,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, OH

Financial Advisors at Walden Wealth Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sarah A. Hannibal
CRD#: 4277177
6240 Som Center Road, Suite 220, Solon, OH 44139
96
Wealthminder
score

Sarah Hannibal (CRD# 4277177) is an Investment Advisor Representative working at Walden Wealth Partners LLC in Solon, OH and has over 16 years of experience in the finance industry.

2
Karin M. Stifler
CRD#: 4927387
6240 Som Center Road, Suite 220, Solon, OH 44139
90
Wealthminder
score

Karin Stifler (CRD# 4927387) is an Investment Advisor Representative working at Walden Wealth Partners LLC in Solon, OH and has 1 year of experience in the finance industry. Karin Stifler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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