Waller Financial Planning Group Inc

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Assets, Funds, Holdings

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Waller Financial Planning Group Inc
CRD #159564
SEC #801-72938
CIK #0001736079
AUM $578.7 MM (2024-03-04)
Employees 11 (100% Investors, 0% Brokers)
Phone614-457-7026
Address941 Chatham Lane Suite 212
Columbus, OH 43221
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
60048036024012002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
SPEM 17.5
AAPL 2,382,844.0 3.2
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
4503602701809002019202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 322 118.1
(b) Individuals (high net worth individuals) 228 454.1
(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 5 6.6
(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 1,982 578.7
By Discretionary
Discretionary 1,747 524.1
Non-Discretionary 235 54.6
Total 1,982 578.7
By Non-United States Persons
Non-United States Persons 0.5
United States Persons 578.3
Total 1,982 578.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001736079]
Comparable Firms State AUM ($BB)
Capvisor Associates LLC
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Altrius Capital Management Inc
NC 0.6
Creative Capital Management Investments LLC
CA 0.6
Dorsey Wright & Associates LLC
VA 0.6
United Advisor Group LLC
OH 0.6
Beam Wealth Advisors Inc
LA 0.6
Copper Harbor Investment Advisors LLC
WI 0.6
Bard Financial Services Inc
CT 0.6
Duncan & Haley Ltd
WA 0.6
Darwin Wealth Management LLC
FL 0.6
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