MISSION VIEJO, CACRD 106268Latest ADV March 30, 2026
Walker Financial Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Mission Viejo, CA. Its latest Form ADV filing, dated March 30, 2026, reports $233M in regulatory assets under management, 4 employees, and 348 accounts.
Assets Under Management
$233M
Employees
4
Offices
--
Total Clients
178
Primary office
MISSION VIEJO, CA
27201 PUERTA REAL, SUITE 465, MISSION VIEJO, CA, United States
Top client segmentIndividuals represent 68.0% of total clients.
Top client categories% of clientsClients
1
Individuals
68.0%
121
2
HNWI
32.0%
57
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$233Mas of March 30, 2026
Discretionary86.2%
$201M
86% of total RAUM86.2%
Non-discretionary13.8%
$32M
14% of total RAUM13.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$233M
Total Accounts348
10Y AUM Change+$104M (+80.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee45:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.