# WALLER FINANCIAL COACHING

WALLER FINANCIAL COACHING of CHICO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 172701
- Type: SEC-registered investment adviser
- Location: 55 INDEPENDENCE CIRCLE, CHICO, CA, 95973
- Phone: 5302067994
- Latest filing: 2026-03-17
- Regulatory AUM: $90.9M
- Discretionary AUM: $90.9M
- Clients: 2
- Accounts: 461

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172701/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172701/similar
- Related entities: https://search.stillhousedata.com/firm/172701/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172701

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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.