Walpole Financial Advisors LLC


Assets, Funds, Holdings

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Walpole Financial Advisors LLC
CRD #135834
SEC #801-79284
AUM $140.5 MM (100% Disc, 100% US)
Employees8 (100% Investors, 0% Brokers)
Address70 Santa Felicia Drive
Goleta, CA 93117
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Colley Asset Management Inc
NY 0.1
Maxim Capital Management LLC
CA 0.1
PFG Private Wealth Management LLC
FL 0.1
Alpha Windward LLC
MA 0.1
JGHendricks Financial Services LLC
IL 0.1
Mainsail Asset Management LLC
AL 0.1
Wealth Management Solutions LLC
PA 0.1
Summit Wealth Advocates LLC
MN 0.1
Meador Financial Inc
CA 0.1
Lanier Asset Management LLC
KY 0.1
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