Wallace Finance Co.
● SEC registered since 2026CRD 340165SEC# 801-135378
Reg. AUM
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Employees
2
Accounts
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Location
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Wallace Finance Co. assets under management
Wallace Finance Co. is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It employs 2 people.
Wallace Finance Co. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dipak Sharma Control | Cto | 25-50% | 2026 |
| Matthew Baldwin Control | Ceo And Cco | 50-75% | 2025 |
Frequently asked questions
How many employees does Wallace Finance Co. have?
Wallace Finance Co. reports 2 employees.
Does Wallace Finance Co. disclose fund performance?
Wallace Finance Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (903) 571-7493 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 86%
More than 14% of 16,825 advisers