← Tributary

WALDEN WEALTH PARTNERS LLC

BEACHWOOD, OH · CRD 226583 · IAPD ↗ · waldenwealth.com · 440-248-1632

$333.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2024 — WALDEN WEALTH PARTNERS LLC (BEACHWOOD, OH) left the SEC roster (was $333.0M RAUM, 2 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.