Hedge Fund Database

WALDEN WEALTH PARTNERS LLC

WALDEN WEALTH PARTNERS, LLC Legal Name

Adviser information for WALDEN WEALTH PARTNERS LLC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Ohio, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 8 $323.6M
Non-Discretionary 555 $9.4M
Total 563 $333.0M

Clients

Type Number RAUM
Individuals 6 $2.8M
HNW Individuals 112 $330.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-107968
SEC ERA File Number 801-107968
SEC CIK Numbers 2015425
SEC CRD Numbers 226583
Legal Entity Identifier None

Principal Office

3201 ENTERPRISE PARKWAY, SUITE 100
BEACHWOOD
OH
United States
Monday - Friday, 9AM - 5PM
Tel: 440-248-1632, Fax: None

Websites

www.waldenwealth.com

Chief Compliance Officer

KARIN MALONEY STIFLER
3201 ENTERPRISE PARKWAY, SUITE 100
BEACHWOOD
OH
United States
Tel: 440-248-1632
(Full email address available in API data)

Regulatory Contact

SARAH HANNIBAL
3201 ENTERPRISE PARKWAY, SUITE 100
BEACHWWOD
OH
United States
Tel: 440-248-1632
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
STIFLER, KARIN, MALONEY Individual – MANAGING MEMBER, CCO 04/2015 50-75%
HANNIBAL, SARAH, ANN Individual – MANAGING MEMBER 04/2015 50-75%

No. Employees, Historic

10502020202120222023202420253 on 2/29/20203 on 10/14/20204 on 3/15/20214 on 3/16/20215 on 3/28/20225 on 10/12/20225 on 11/4/20225 on 3/29/20235 on 8/10/20235 on 3/19/2024

RAUM, Historic

400M200M0202020212022202320242025196896103 on 2/29/2020196896103 on 10/14/2020227305507 on 3/15/2021227567804 on 3/16/2021255680072 on 3/28/2022255680072 on 10/12/2022255680072 on 11/4/2022247155123 on 3/29/2023295940227 on 8/10/2023332969293 on 3/19/2024

No. Clients, Historic

200100020202021202220232024202592 on 2/29/202092 on 10/14/202098 on 3/15/202198 on 3/16/2021104 on 3/28/2022104 on 10/12/2022104 on 11/4/2022105 on 3/29/2023105 on 8/10/2023118 on 3/19/2024

Holdings

From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AON PLC SHS CL A 361K 1K –
ACCENTURE PLC IRELAND SHS CLASS A 3M 9K –
EATON CORP PLC SHS 658K 2K –
ABBVIE INC COM 245K 1K –
ADOBE INC COM 2M 3K –
ALLSTATE CORP COM 297K 2K –
ALPHABET INC CAP STK CL C 3M 19K –
ALPHABET INC CAP STK CL A 794K 4K –
AMAZON COM INC COM 542K 3K –
AMERICAN TOWER CORP NEW COM 264K 1K –
ANSYS INC COM 257K 800 –
APPLE INC COM 8M 37K –
APPLIED MATLS INC COM 571K 2K –
AVERY DENNISON CORP COM 309K 1K –
BANKFINANCIAL CORP COM 232K 23K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 6K –
BOEING CO COM 561K 3K –
CDW CORP COM 442K 2K –
THE CIGNA GROUP COM 214K 648 –
CHURCH & DWIGHT CO INC COM 207K 2K –
CINTAS CORP COM 298K 425 –
COLGATE PALMOLIVE CO COM 728K 8K –
COPART INC COM 216K 4K –
COSTCO WHSL CORP NEW COM 996K 1K –
DBX ETF TR XTRACK MSCI EAFE 376K 9K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 9M 249K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 4M 135K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 1M 40K –
DIMENSIONAL ETF TRUST US EQUITY ETF 10M 169K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 1M 23K –
DIMENSIONAL ETF TRUST INTERNATIONAL 496K 15K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 27M 840K –
DIMENSIONAL ETF TRUST US SUSTAINABILTY 1M 31K –
DIMENSIONAL ETF TRUST EMERGING MKTS HI 3M 111K –
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 9M 342K –
DIMENSIONAL ETF TRUST US HIGH PROFITAB 6M 174K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 5M 203K –
FIDELITY COVINGTON TRUST ELEC VEHS & FUTR 162K 12K –
GOLDMAN SACHS ETF TR ACCES TREASURY 3M 29K –
HONEYWELL INTL INC COM 497K 2K –
INVESCO QQQ TR UNIT SER 1 1M 2K –
INVESCO EXCH TRADED FD TR II PFD ETF 118K 10K –
ISHARES TR CORE S&P500 ETF 796K 1K –
ISHARES TR CORE US AGGBD ET 11M 116K –
ISHARES TR S&P 500 GRWT ETF 1M 12K –
ISHARES TR CORE S&P MCP ETF 1M 22K –
ISHARES TR CORE S&P SCP ETF 239K 2K –
JPMORGAN CHASE & CO. COM 848K 4K –
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 898K 19K –
JOHNSON & JOHNSON COM 776K 5K –
LAM RESEARCH CORP COM 351K 330 –
MASTERCARD INCORPORATED CL A 615K 1K –
MERCK & CO INC COM 647K 5K –
METTLER TOLEDO INTERNATIONAL COM 349K 250 –
MICROSOFT CORP COM 21M 46K –
NORTHROP GRUMMAN CORP COM 239K 548 –
NOVO-NORDISK A S ADR 639K 4K –
PENSKE AUTOMOTIVE GRP INC COM 248K 2K –
PEPSICO INC COM 229K 1K –
PFIZER INC COM 215K 8K –
PROCTER AND GAMBLE CO COM 3M 16K –
QUANTA SVCS INC COM 320K 1K –
RPM INTL INC COM 401K 4K –
ROCKWELL AUTOMATION INC COM 275K 1K –
SPDR S&P 500 ETF TR TR UNIT 2M 3K –
SPDR GOLD TR GOLD SHS 306K 1K –
SPDR SER TR S&P DIVID ETF 883K 7K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 1M 2K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 817K 11K –
SHERWIN WILLIAMS CO COM 939K 3K –
STARBUCKS CORP COM 218K 3K –
TJX COS INC NEW COM 375K 3K –
UNION PAC CORP COM 215K 949 –
UNITED RENTALS INC COM 224K 347 –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 471K 3K –
VANGUARD WORLD FD MEGA CAP VAL ETF 8M 66K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 272K 4K –
VANGUARD MUN BD FDS TAX EXEMPT BD 2M 32K –
VANGUARD INDEX FDS REAL ESTATE ETF 315K 4K –
VANGUARD INDEX FDS MID CAP ETF 421K 2K –
VANGUARD INDEX FDS GROWTH ETF 5M 13K –
VANGUARD INDEX FDS VALUE ETF 257K 2K –
VANGUARD INDEX FDS TOTAL STK MKT 1M 4K –
WP CAREY INC COM 542K 10K –
WASTE MGMT INC DEL COM 213K 1K –
WISDOMTREE TR US LARGECAP DIVD 608K 8K –
ZOETIS INC CL A 313K 2K –