# WALDEN FINANCIAL

WALDEN FINANCIAL of GRANVILLE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 323234
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323234/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323234/similar
- Related entities: https://search.stillhousedata.com/firm/323234/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323234

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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.