WALLER FINANCIAL COACHING

WALLER FINANCIAL COACHING of CHICO, CA is an SEC-registered investment adviser (CRD 172701). Regulatory assets under management: $90.9M.

Registration

• CRD: 172701
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172701 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search