Sarah
Hannibal
Walden Wealth Partners LLC
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About this Advisor
Sarah Hannibal is a chartered financial analyst based out of Beachwood, Ohio who has 8 years of industry experience. Hannibal is currently employed by Walden Wealth Partners LLC. Their career trajectory has included roles at Gem Asset Management, LLC and Walden Wealth Partners, LLC. Hannibal maintains a Series 63 license, qualifying them as a securities representative, and can serve investors in Illinois and Ohio. Walden Wealth Partners LLC is an advisory business headquartered in Beachwood, OH. It manages $247 million in assets under management among its 578 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 578 client accounts, 94% are associated with high-net-worth investors who have more than $1 million in assets. Walden Wealth Partners LLC has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually vary depending on which service is provided. Fees charged by Walden Wealth Partners LLC may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Walden Wealth Partners LLC Brokerage Details
$247,155,123
5
578
$427,604
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sarah Hannibal Work History
Sarah has been registered as a financial advisor for 8 years.*
Walden Wealth Partners, LLC
Gem Asset Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sarah Hannibal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Walden Wealth Partners LLC
Beachwood, OH
Solon, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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