WALDEN FINANCIAL

WALDEN FINANCIAL of GRANVILLE, OH is an SEC-registered investment adviser (CRD 323234). Regulatory assets under management: $52.8M.

Registration

• CRD: 323234
• Type: Registered investment adviser
• Location: 130 N. PROSPECT ST., SUITE A, GRANVILLE, OH, 43023
• Phone: 614-517-1687
• Latest filing: 2026-03-24
• Regulatory AUM: $52.8M
• Discretionary AUM: $45.4M
• Non-discretionary AUM: $7.4M
• Clients: 3
• Accounts: 337

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323234 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search