Walden Wealth Partners LLC
Walden Wealth Partners LLC (CRD# 226583) is a financial advisory firm headquartered in Beachwood, OH. They manage $332,969,293 in 563 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management333MILLION
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Total Number of Accounts563ACCOUNTS
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Average Account Value$591,420
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, OH
Financial Advisors at Walden Wealth Partners LLC
1
Sarah Hannibal (CRD# 4277177) is an Investment Advisor Representative working at Walden Wealth Partners LLC in Beachwood, OH and has over 23 years of experience in the finance industry.
2
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.
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