$45.1K Total AUM
$45.1K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-09-2025
- Office Locations
- 1
Office Locations
-- Sublimity OR
About Walsh Financial LLC
Walsh Financial is an Oregon-based RIA led by fiduciary advisor Michael Walsh (USMC veteran) providing comprehensive wealth management and financial planning for business owners, equity-compensated executives, and retirees. The firm emphasizes tax-aware investment strategy and retirement planning, with portfolios largely implemented via ETFs and public funds and supported by a RightCapital client portal.
Team overview
-- AVG AGE
$45.1K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Michael Walsh
Chief Compliance Officer, FOUNDER
- CRD
- #8131888
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,085 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,085 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing