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WALDEN WEALTH PARTNERS, LLC
WALDEN WEALTH PARTNERS, LLC
WALDEN WEALTH PARTNERS LLC
BEACHWOOD, Ohio
·
2 registered advisors
·
CRD# 226583
SEC# 801-107968
0
440-248-1632
01
Firm Overview
AUM
$333M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WALDEN WEALTH PARTNERS, LLC
2 registered advisors
Karin Maloney Stifler
BEACHWOOD, Ohio
CRD# 4927387
Sarah Ann Hannibal
BEACHWOOD, Ohio
CRD# 4277177
05
Office Locations
BEACHWOOD, Ohio
2 advisors
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Data sourced from SEC Form ADV filings. WALDEN WEALTH PARTNERS, LLC (CRD# 226583) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.