This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.86 fund_share=0.0 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$233MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$201M

Private client RAUM

$201MderivedItem 5.D individuals plus high net worth individuals

Private client share

86%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$77.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

348

Individual clients

121

High net worth clients

57

SEC number

801-113658

CRD

106268

Filings on the tape

16

First filed

Jul 30, 2012

Latest filed

Mar 30, 2026

Organised

Corporation, CA

Website

walkerfinancial.com

• Occurred

  Jun 21, 2018
  First Form ADV filing

  Walker Financial Advisors Inc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5f0a298c-74f5-400e-7307-8d6970d4c3e9

First observed

Jul 30, 2012

Last observed

Mar 30, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.