WALPOLE FINANCIAL ADVISORS, LLC

WALPOLE FINANCIAL ADVISORS, LLC of GOLETA, CA is an SEC-registered investment adviser (CRD 135834). Regulatory assets under management: $280.5M.

Registration

• CRD: 135834
• SEC file number: 801-79284
• Type: Registered investment adviser
• Location: 70 SANTA FELICIA DRIVE, GOLETA, CA, 93117
• Phone: 805-845-6587
• Latest filing: 2024-02-28
• Regulatory AUM: $280.5M
• Discretionary AUM: $280.5M
• Clients: 7
• Accounts: 457

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 135834 on SEC IAPD (source of record)
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