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| Walkner Condon Financial Advisors LLC
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|---|---|
| CRD # | 160109 |
| SEC # | 801-114882 |
| CIK # | 0001817494 |
| AUM | $1.0 B (2026-06-01) |
| Employees | 18 (89% Investors, 0% Brokers) |
| Phone | 608-234-4127 |
| Address | 110 Enterprise Drive Verona, WI 53593 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.1 | ||
| World Currency Gold Trust | 11.2 | ||
| Microsoft Corp | 7.5 | ||
| Alphabet Inc | 6.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 472 | 268.1 |
| (b) Individuals (high net worth individuals) | 327 | 757.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,164 | 1,031.2 |
| By Discretionary | ||
| Discretionary | 2,939 | 968.8 |
| Non-Discretionary | 225 | 62.4 |
| Total | 3,164 | 1,031.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 246.6 | |
| United States Persons | 784.6 | |
| Total | 3,164 | 1,031.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001817494] |
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|---|---|---|
|
Coyle Financial Counsel LLC
✚
|
IL | 1.0 |
|
Bridgeport Financial Solutions LLC
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|
AZ | 1.0 |
|
Manchester Financial Inc
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CA | 1.0 |
|
Paragon Advisors LLC
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TX | 1.0 |
|
Modern Portfolio Management Inc
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OH | 1.0 |
|
Asset Allocation Strategies LLC
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MI | 1.0 |
|
Breakwater Capital Group
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|
NJ | 1.0 |
|
Lafleur & Godfrey LLC
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MI | 1.0 |
|
Dorsey Wright & Associates LLC
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|
VA | 1.0 |
|
Legacy Financial Group LLC
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|
IA | 1.0 |