WALLER FINANCIAL PLANNING GROUP, INC.
SEC file number 801-72938
· COLUMBUS, OH
https://wallerplanning.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$578.7M
Discretionary AUM
$524.1M
Employees
11
Clients
—
Firm
- Address
- 941 CHATHAM LANE SUITE 212
COLUMBUS, OH 43221 - Phone
- —
- Website
- https://wallerplanning.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- DPEG Waller, LP Low name-match confidence · CIK 2125325 · TX
- MC WALLER ESTATES INVESTORS LLC Low name-match confidence · CIK 2140727 · TX
-
MC WALLER ESTATES INVESTORS LLC · D · Jun 22, 2026$16M
-
DPEG Waller, LP · D · Mar 30, 2026$13.9M