Walker Financial Advisors Inc
Walker Financial Advisors Inc is an SEC-registered wealth manager in Mission Viejo, CA with $233.3M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Walker Financial Advisors Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106268, SEC 801-113658, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $233.3M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Mission Viejo, CA
- Employees
- 4
- Clients
- 178
- CRD
- 106268
- Ownership
- WALKER, SCOTT, DOUGLAS; ISENBERG, WARREN, BOYD; WALKER FAMILY TRUST DATED 08/14/1996
How much AUM does Walker Financial Advisors Inc have?
Walker Financial Advisors Inc reported $233.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Walker Financial Advisors Inc?
Disclosed owners and executives of Walker Financial Advisors Inc include WALKER, SCOTT, DOUGLAS, ISENBERG, WARREN, BOYD, WALKER FAMILY TRUST DATED 08/14/1996. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.