WALPOLE FINANCIAL ADVISORS, LLC
CRD #135834 SEC #801-79284 GOLETA, CA 805-845-6587
SEC Registered
Total AUM
$280.5M
Discretionary
$280.5M
Employees
7
Clients
0
Accounts
457
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $280.5M | $280.5M | $0 | 7 | 23 |
| Apr 2023 | $239.2M | $239.2M | $0 | 9 | 27 |
| Mar 2023 | $239.2M | $239.2M | $0 | 9 | 27 |
| Nov 2022 | $285.7M | $285.7M | $0 | 8 | 28 |
| Mar 2022 | $285.7M | $285.7M | $0 | 8 | 28 |
| Mar 2021 | $233.4M | $233.4M | $0 | 7 | 22 |
| Jun 2020 | $154.4M | $154.4M | $0 | 6 | 14 |
| Mar 2020 | $154.4M | $154.4M | $0 | 6 | 14 |
| Mar 2019 | $140.5M | $140.5M | $0 | 8 | 9 |
| Jul 2018 | $162M | $162M | $0 | 8 | 6 |
| Mar 2018 | $162M | $162M | $0 | 8 | 6 |
| Nov 2017 | $201.3M | $128.9M | $72.4M | 7 | 0 |
| Mar 2017 | $201.3M | $128.9M | $72.4M | 7 | 100 |
| Sep 2016 | $131.9M | $131.9M | $0 | 6 | 100 |
| Feb 2016 | $131.9M | $131.9M | $0 | 6 | 100 |
| Feb 2016 | $131.9M | $131.9M | $0 | 6 | 100 |
| Oct 2015 | $108.9M | $108.9M | $0 | 7 | 26 |
| May 2015 | $108.9M | $108.9M | $0 | 7 | 26 |
| Mar 2015 | $108.9M | $108.9M | $0 | 7 | 26 |
| Jan 2015 | $102.1M | $102.1M | $0 | 7 | 26 |
| Apr 2014 | $102.1M | $102.1M | $0 | 7 | 26 |
| Feb 2014 | $102.1M | $102.1M | $0 | 7 | 26 |
DateFeb 2024
Total AUM$280.5M
Discretionary$280.5M
Non-Disc.$0
Employees7
Clients23
DateApr 2023
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees9
Clients27
DateMar 2023
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees9
Clients27
DateNov 2022
Total AUM$285.7M
Discretionary$285.7M
Non-Disc.$0
Employees8
Clients28
DateMar 2022
Total AUM$285.7M
Discretionary$285.7M
Non-Disc.$0
Employees8
Clients28
DateMar 2021
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees7
Clients22
DateJun 2020
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees6
Clients14
DateMar 2020
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees6
Clients14
DateMar 2019
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees8
Clients9
DateJul 2018
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees8
Clients6
DateMar 2018
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees8
Clients6
DateNov 2017
Total AUM$201.3M
Discretionary$128.9M
Non-Disc.$72.4M
Employees7
Clients0
DateMar 2017
Total AUM$201.3M
Discretionary$128.9M
Non-Disc.$72.4M
Employees7
Clients100
DateSep 2016
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees6
Clients100
DateFeb 2016
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees6
Clients100
DateFeb 2016
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees6
Clients100
DateOct 2015
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees7
Clients26
DateMay 2015
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees7
Clients26
DateMar 2015
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees7
Clients26
DateJan 2015
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees7
Clients26
DateApr 2014
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees7
Clients26
DateFeb 2014
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees7
Clients26