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Building 2WALDEN WEALTH PARTNERS LLC

Map pinBEACHWOOD, OH
Phone440-248-1632
NotebookSEC #801-107968
Total AUM
$333M
Employees
5
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3201 ENTERPRISE PARKWAY, SUITE 100
BEACHWOOD
OH 44122
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
440-248-1632

ReceiptFinancials

Total AUM
$333M
Accounts
563
Discretionary
$323.6M
Accounts
8
Non-Discretionary
$9.4M
Accounts
555

ContactClients

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Individual Clients
6
AUM
$2.8M
HNW Individual Clients
112
AUM
$330.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILOH

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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