# WALDEN WEALTH PARTNERS, LLC

WALDEN WEALTH PARTNERS, LLC of BEACHWOOD, OH is an SEC-registered investment adviser.

## Registration

- CRD: 226583
- Type: SEC-registered investment adviser
- SEC file number: 801-107968
- Location: 3201 ENTERPRISE PARKWAY, SUITE 100, BEACHWOOD, OH, 44122
- Phone: 440-248-1632
- Latest filing: 2024-06-28
- Regulatory AUM: $333.0M
- Discretionary AUM: $323.6M
- Non-discretionary AUM: $9.4M
- Clients: 5
- Accounts: 563

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| POWERS PATRICK DAVID | CHIEF FINANCIAL OFFICER | — |
| MORIARTY MICHAEL JOSEPH | CHIEF INVESTMENT OFFICER | — |
| SCHNEIDER BRETT RONALD | DIRECTOR | — |
| LIESER LORI MICHELL | VICE PRESIDENT | — |
| LAMENA MICHAEL ANTHONY | CHIEF EXECUTIVE OFFICER | — |
| SONTAG ERIC MATTHEW | PRESIDENT & CHIEF OPERATIONS OFFICER | — |
| O'MALLEY EDWARD GEORGE | DIRECTOR | — |
| HANNIBAL SARAH ANN | MANAGING DIRECTOR; MANAGING MEMBER; MANAGING PARTNER | — |
| DEL VALLE CISCO J | CHIEF COMPLIANCE OFFICER | — |
| MOO VERONICA EI CHUN | DIRECTOR | — |
| STIFLER KARIN MALONEY | MANAGING DIRECTOR; MANAGING MEMBER, CCO; MANAGING PARTNER, CCO | — |
| STASTNEY HOYT RONALD | CHIEF LEGAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/226583/brochure
- Similar advisers: https://search.stillhousedata.com/firm/226583/similar
- Related entities: https://search.stillhousedata.com/firm/226583/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/226583

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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.