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| Happy Holidays!! thanks for using AUM13F!! |
| Waller Financial Planning Group Inc
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|---|---|
| CRD # | 159564 |
| SEC # | 801-72938 |
| CIK # | 0001736079 |
| AUM | $635.3 M (2025-02-18) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 614-457-7026 |
| Address | 941 Chatham Lane Suite 212 Columbus, OH 43221 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.9 | ||
| Procter & Gamble Co | 1.9 | ||
| PPG Industries Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 309 | 116.1 |
| (b) Individuals (high net worth individuals) | 241 | 516.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,013 | 635.3 |
| By Discretionary | ||
| Discretionary | 1,847 | 574.8 |
| Non-Discretionary | 166 | 60.6 |
| Total | 2,013 | 635.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 634.8 | |
| Total | 2,013 | 635.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001736079] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McCarthy & Cox Retirement & Estate Specialists LLC
✚
|
OH | 0.6 |
|
Bard Financial Services Inc
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|
CT | 0.6 |
|
Gibbs Wealth Management LLC
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GA | 0.6 |
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Bluechip Wealth Advisors LLC
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|
John E Sestina and Company
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OH | 0.6 |
|
Ascension Capital Advisors Inc
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TX | 0.6 |
|
Klaas Financial Asset Advisors LLC
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IL | 0.6 |
|
MinichMacGregor Wealth Management LLC
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|
NY | 0.6 |
|
Summit Wealth Partners LLC
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|
FL | 0.6 |
|
CL Wealth Management LLC
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|
IL | 0.6 |