← Tributary

WALSH FINANCIAL CONSULTING

· CRD 168305 · IAPD ↗ · walshfc.com · 510-457-8742

$211.0MRegulatory AUM
0Advisory reps
0Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2024 — WALSH FINANCIAL CONSULTING (location n/a) left the SEC roster (was $211.0M RAUM, 0 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.