WALDEN WEALTH PARTNERS, LLC

WALDEN WEALTH PARTNERS LLC
BEACHWOOD, Ohio·2 registered advisors·CRD# 226583
SEC# 801-1079680440-248-1632
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 PlanningInvestment Management
04

Advisors at WALDEN WEALTH PARTNERS, LLC

2 registered advisors
Karin Maloney Stifler
BEACHWOOD, Ohio
Sarah Ann Hannibal
BEACHWOOD, Ohio
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.