WALDEN WEALTH PARTNERS, LLC
Legal name: WALDEN WEALTH PARTNERS LLC
CRD #226583 SEC #801-107968 BEACHWOOD, OH 440-248-1632
SEC Registered
Total AUM
$333M
Discretionary
$323.6M
Employees
5
Clients
101
Accounts
563
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2024 | $333M | $323.6M | $9.4M | 5 | 0 |
| Mar 2024 | $333M | $323.6M | $9.4M | 5 | 0 |
| Aug 2023 | $295.9M | $286.8M | $9.1M | 5 | 0 |
| Mar 2023 | $247.2M | $239.2M | $8M | 5 | 0 |
| Nov 2022 | $255.7M | $247.7M | $8M | 5 | 0 |
| Oct 2022 | $255.7M | $247.7M | $8M | 5 | 0 |
| Mar 2022 | $255.7M | $247.7M | $8M | 5 | 0 |
| Mar 2021 | $227.6M | $219.9M | $7.7M | 4 | 0 |
| Mar 2021 | $227.3M | $219.6M | $7.7M | 4 | 0 |
| Oct 2020 | $196.9M | $188.9M | $8M | 3 | 92 |
| Feb 2020 | $196.9M | $188.9M | $8M | 3 | 92 |
| Mar 2019 | $167.5M | $160.2M | $7.3M | 2 | 91 |
| Mar 2018 | $150.5M | $142.6M | $7.8M | 3 | 31 |
| Jul 2017 | $156.9M | $121.5M | $35.3M | 2 | 26 |
| May 2017 | $156.9M | $121.5M | $35.3M | 2 | 26 |
| Mar 2017 | $136.5M | $102.8M | $33.8M | 2 | 26 |
| Jun 2016 | $106.7M | $99.7M | $7M | 2 | 26 |
| Jun 2016 | $106.7M | $99.7M | $7M | 2 | 26 |
DateJun 2024
Total AUM$333M
Discretionary$323.6M
Non-Disc.$9.4M
Employees5
Clients0
DateMar 2024
Total AUM$333M
Discretionary$323.6M
Non-Disc.$9.4M
Employees5
Clients0
DateAug 2023
Total AUM$295.9M
Discretionary$286.8M
Non-Disc.$9.1M
Employees5
Clients0
DateMar 2023
Total AUM$247.2M
Discretionary$239.2M
Non-Disc.$8M
Employees5
Clients0
DateNov 2022
Total AUM$255.7M
Discretionary$247.7M
Non-Disc.$8M
Employees5
Clients0
DateOct 2022
Total AUM$255.7M
Discretionary$247.7M
Non-Disc.$8M
Employees5
Clients0
DateMar 2022
Total AUM$255.7M
Discretionary$247.7M
Non-Disc.$8M
Employees5
Clients0
DateMar 2021
Total AUM$227.6M
Discretionary$219.9M
Non-Disc.$7.7M
Employees4
Clients0
DateMar 2021
Total AUM$227.3M
Discretionary$219.6M
Non-Disc.$7.7M
Employees4
Clients0
DateOct 2020
Total AUM$196.9M
Discretionary$188.9M
Non-Disc.$8M
Employees3
Clients92
DateFeb 2020
Total AUM$196.9M
Discretionary$188.9M
Non-Disc.$8M
Employees3
Clients92
DateMar 2019
Total AUM$167.5M
Discretionary$160.2M
Non-Disc.$7.3M
Employees2
Clients91
DateMar 2018
Total AUM$150.5M
Discretionary$142.6M
Non-Disc.$7.8M
Employees3
Clients31
DateJul 2017
Total AUM$156.9M
Discretionary$121.5M
Non-Disc.$35.3M
Employees2
Clients26
DateMay 2017
Total AUM$156.9M
Discretionary$121.5M
Non-Disc.$35.3M
Employees2
Clients26
DateMar 2017
Total AUM$136.5M
Discretionary$102.8M
Non-Disc.$33.8M
Employees2
Clients26
DateJun 2016
Total AUM$106.7M
Discretionary$99.7M
Non-Disc.$7M
Employees2
Clients26
DateJun 2016
Total AUM$106.7M
Discretionary$99.7M
Non-Disc.$7M
Employees2
Clients26