WALKNER CONDON FINANCIAL ADVISORS LLC
CRD #160109 SEC #801-114882 MADISON, WI 608-234-4127
SEC Registered
Total AUM
$732.8M
Discretionary
$654.4M
Employees
13
Clients
--
Accounts
2,556
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $732.8M | $654.4M | $78.4M | 13 | 0 |
| Jun 2025 | $732.8M | $654.4M | $78.4M | 13 | 0 |
| Mar 2025 | $732.8M | $654.4M | $78.4M | 13 | 0 |
| Mar 2025 | $732.8M | $654.4M | $78.4M | 13 | 0 |
| Feb 2025 | $732.8M | $654.4M | $78.4M | 13 | 0 |
| Jan 2024 | $633.5M | $570.8M | $62.7M | 11 | 0 |
| Dec 2023 | $486.7M | $442.5M | $44.2M | 11 | 0 |
| Nov 2023 | $486.7M | $442.5M | $44.2M | 11 | 0 |
| Aug 2023 | $486.7M | $442.5M | $44.2M | 11 | 0 |
| Feb 2023 | $486.7M | $442.5M | $44.2M | 11 | 0 |
| Aug 2022 | $459.2M | $425.3M | $34M | 9 | 0 |
| Mar 2022 | $459.2M | $425.3M | $34M | 9 | 0 |
| Nov 2021 | $336.1M | $297.1M | $39M | 7 | 0 |
| Oct 2021 | $336.1M | $297.1M | $39M | 7 | 0 |
| Mar 2021 | $336.1M | $297.1M | $39M | 7 | 0 |
| Mar 2021 | $336.1M | $297.1M | $39M | 8 | 0 |
| Mar 2021 | $137.2M | $137.2M | $0 | 8 | 0 |
| Nov 2020 | $137.2M | $137.2M | $0 | 8 | 0 |
| Sep 2020 | $137.2M | $137.2M | $0 | 7 | 0 |
| Sep 2020 | $137.2M | $137.2M | $0 | 7 | 0 |
| May 2020 | $137.2M | $137.2M | $0 | 5 | 0 |
| Feb 2020 | $137.2M | $137.2M | $0 | 5 | 0 |
| Nov 2019 | $108.8M | $95.6M | $13.2M | 5 | 0 |
| Mar 2019 | $108.8M | $95.6M | $13.2M | 5 | 0 |
| Mar 2019 | $116.2M | $102.5M | $13.8M | 5 | 0 |
| Feb 2019 | $116.2M | $102.5M | $13.8M | 5 | 0 |
| Apr 2012 | $23M | $23M | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Dec 2011 | $0 | $0 | $0 | -- | 0 |
DateJul 2025
Total AUM$732.8M
Discretionary$654.4M
Non-Disc.$78.4M
Employees13
Clients0
DateJun 2025
Total AUM$732.8M
Discretionary$654.4M
Non-Disc.$78.4M
Employees13
Clients0
DateMar 2025
Total AUM$732.8M
Discretionary$654.4M
Non-Disc.$78.4M
Employees13
Clients0
DateMar 2025
Total AUM$732.8M
Discretionary$654.4M
Non-Disc.$78.4M
Employees13
Clients0
DateFeb 2025
Total AUM$732.8M
Discretionary$654.4M
Non-Disc.$78.4M
Employees13
Clients0
DateJan 2024
Total AUM$633.5M
Discretionary$570.8M
Non-Disc.$62.7M
Employees11
Clients0
DateDec 2023
Total AUM$486.7M
Discretionary$442.5M
Non-Disc.$44.2M
Employees11
Clients0
DateNov 2023
Total AUM$486.7M
Discretionary$442.5M
Non-Disc.$44.2M
Employees11
Clients0
DateAug 2023
Total AUM$486.7M
Discretionary$442.5M
Non-Disc.$44.2M
Employees11
Clients0
DateFeb 2023
Total AUM$486.7M
Discretionary$442.5M
Non-Disc.$44.2M
Employees11
Clients0
DateAug 2022
Total AUM$459.2M
Discretionary$425.3M
Non-Disc.$34M
Employees9
Clients0
DateMar 2022
Total AUM$459.2M
Discretionary$425.3M
Non-Disc.$34M
Employees9
Clients0
DateNov 2021
Total AUM$336.1M
Discretionary$297.1M
Non-Disc.$39M
Employees7
Clients0
DateOct 2021
Total AUM$336.1M
Discretionary$297.1M
Non-Disc.$39M
Employees7
Clients0
DateMar 2021
Total AUM$336.1M
Discretionary$297.1M
Non-Disc.$39M
Employees7
Clients0
DateMar 2021
Total AUM$336.1M
Discretionary$297.1M
Non-Disc.$39M
Employees8
Clients0
DateMar 2021
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees8
Clients0
DateNov 2020
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2020
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$108.8M
Discretionary$95.6M
Non-Disc.$13.2M
Employees5
Clients0
DateMar 2019
Total AUM$108.8M
Discretionary$95.6M
Non-Disc.$13.2M
Employees5
Clients0
DateMar 2019
Total AUM$116.2M
Discretionary$102.5M
Non-Disc.$13.8M
Employees5
Clients0
DateFeb 2019
Total AUM$116.2M
Discretionary$102.5M
Non-Disc.$13.8M
Employees5
Clients0
DateApr 2012
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0