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| Happy Holidays!! thanks for using AUM13F!! |
| Walkner Condon Financial Advisors LLC
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|---|---|
| CRD # | 160109 |
| SEC # | 801-114882 |
| CIK # | 0001817494 |
| AUM | $732.8 M (2025-07-16) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 608-234-4127 |
| Address | 3418 Monroe Street Madison, WI 53711 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001817494 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.2 | ||
| Microsoft Corp | 9.5 | ||
| World Currency Gold Trust | 6.3 | ||
| Nvidia Corp | 4.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 335 | 136.2 |
| (b) Individuals (high net worth individuals) | 292 | 593.3 |
| (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 | 3.2 |
| (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 | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,556 | 732.8 |
| By Discretionary | ||
| Discretionary | 2,154 | 654.4 |
| Non-Discretionary | 402 | 78.4 |
| Total | 2,556 | 732.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 191.0 | |
| United States Persons | 541.8 | |
| Total | 2,556 | 732.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001817494] |
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