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| Waller Financial Planning Group Inc
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|---|---|
| CRD # | 159564 |
| SEC # | 801-72938 |
| CIK # | 0001736079 |
| AUM | 747.8 M (2026-03-17) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 614-457-7026 |
| Address | 941 Chatham Lane Suite 212 Columbus, OH 43221 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001736079 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.6 | ||
| Amazon Com Inc | 1.7 | ||
| United Parcel Service Inc | 1.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 327 | 171.8 |
| (b) Individuals (high net worth individuals) | 243 | 573.3 |
| (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 | 0 | 2.6 |
| (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 | 2,081 | 747.8 |
| By Discretionary | ||
| Discretionary | 1,923 | 678.7 |
| Non-Discretionary | 158 | 69.0 |
| Total | 2,081 | 747.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 747.3 | |
| Total | 2,081 | 747.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001736079] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
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