Walkner Condon Financial Advisors LLC
● SEC registered since 2019CRD 160109SEC# 801-114882Verona, WI
Reg. AUM
$1.03B
Employees
18
Accounts
3,164
Location
Verona, WI
Walkner Condon Financial Advisors LLC assets under management
Walkner Condon Financial Advisors LLC is an investment advisory firm registered with the SEC based in Verona, WI. The firm has been registered since 2019. It reports $1 billion in regulatory assets under management and employs 18 people.
Walkner Condon Financial Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clinton Thomas Walkner Control | Managing Member/Chief Compliance Officer | 25-50% | 2012 |
| Keith Alan Poniewaz | Minority Owner | 5-10% | 2021 |
| Mitchell T Dewitt | Minority Owner | 5-10% | 2021 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Walkner Condon Financial Advisors LLC manage?
Walkner Condon Financial Advisors LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Walkner Condon Financial Advisors LLC have?
Walkner Condon Financial Advisors LLC reports 18 employees.
Where is Walkner Condon Financial Advisors LLC located?
Walkner Condon Financial Advisors LLC is based in Verona, WI and has been SEC-registered since 2019.
Does Walkner Condon Financial Advisors LLC disclose fund performance?
Walkner Condon Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 Enterprise Drive, Suite 103, Verona, WI 53593 |
| Phone | 608-234-4127 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1817494 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.03B▲ 41%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.03Bregulatory AUM
Discretionary $968.8MNon-discretionary $62.4M