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

Clients

101

Accounts

563

Firm Details

Organization Type: Limited Liability Company
State of Formation: Ohio
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 28, 2024
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DEL PRIORE, MICHAEL, J	I	CHIEF COMPLIANCE OFFICER	NA	Control
HANNIBAL, SARAH, ANN	I	MANAGING DIRECTOR	NA	Control
LAMENA, MICHAEL, ANTHONY	I	CHIEF EXECUTIVE OFFICER	NA	Control
LIESER, LORI, MICHELL	I	VICE PRESIDENT	NA	Control
MOO, VERONICA, EI CHUN	I	DIRECTOR	NA	Control
MORIARTY, MICHAEL, JOSEPH	I	CHIEF INVESTMENT OFFICER	NA	Control
O'MALLEY, EDWARD, GEORGE	I	DIRECTOR	NA	Control
POWERS, BRIAN, DAVID	I	CHIEF FINANCIAL OFFICER	NA	Control
SCHNEIDER, BRETT, RONALD	I	DIRECTOR	NA	Control
SONTAG, ERIC, MATTHEW	I	PRESIDENT & CHIEF OPERATIONS OFFICER	NA	Control
STASTNEY, HOYT, RONALD	I	CHIEF LEGAL OFFICER	NA	Control
STIFLER, KARIN, MALONEY	I	MANAGING DIRECTOR	NA	Control
WEALTHSPIRE ADVISORS	DE	OWNER	E	Control
HANNIBAL, SARAH, ANN	I	MANAGING PARTNER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
HANNIBAL, SARAH, ANN	I	MANAGING MEMBER	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING PARTNER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control
STIFLER, KARIN, MALONEY	I	MANAGING MEMBER, CCO	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
AON, PLC	FE	RANDOLPH FINANCE UNLIMITED COMPANY	E	Control
NFP CORP.	DE	WEALTHSPIRE HOLDINGS, LLC	E	Control
NFP INTERMEDIATE HOLDINGS B. CORP.	DE	NFP CORP.	E	Control
RANDOLPH ACQUISITION CORP.	DE	NFP INTERMEDIATE HOLDINGS B. CORP.	E	Control
RANDOLPH FINANCE UNLIMITED COMPANY	FE	RANDOLPH ACQUISITION CORP.	E	Control
WEALTHSPIRE HOLDINGS, LLC	DE	WEALTHSPIRE ADVISORS	E	Control

Registrations

Federal

Jun 28, 2024 REGISTERED

Notice Filings (2)

IL OH

Address

3201 ENTERPRISE PARKWAY, SUITE 100
BEACHWOOD, OH 44122
United States

Phone: 440-248-1632