# WALPOLE FINANCIAL ADVISORS, LLC

WALPOLE FINANCIAL ADVISORS, LLC of GOLETA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135834
- Type: SEC-registered investment adviser
- SEC file number: 801-79284
- 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)

| Name | Role | Location |
| --- | --- | --- |
| STOVESAND KIRK BRIAN | MEMBER/PARTNER & CHIEF COMPLIANCE OFFICER | — |
| SMITH JEAN ALBERTHA | MEMBER / PARTNER; TRUSTEE | — |
| SMITH JAMES BOWEN | TRUSTEE | — |
| BALOGUN YUSUF ABIOLA | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135834/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135834/similar
- Related entities: https://search.stillhousedata.com/firm/135834/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135834

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.