# WALLACE FINANCE CO.

WALLACE FINANCE CO. is an SEC-registered investment adviser.

## Registration

- CRD: 340165
- Type: SEC-registered investment adviser
- SEC file number: 801-135378
- Phone: (903) 571-7493
- Latest filing: 2026-05-27
- Clients: 2

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Baldwin | CEO AND CCO | — |
| Dipak Sharma | CTO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340165/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340165/similar
- Related entities: https://search.stillhousedata.com/firm/340165/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340165

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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.