About Walker Wealth
Walker Wealth is a company based in Fullerton (United States) founded in 1997 by W Craig Walker was acquired by Mariner Wealth Advisors in February 2023. Walker Wealth offers products and services including Wealth Planning, Investment Management, and Tax Planning. Walker Wealth operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Fullerton, United States
- Founders W Craig Walker
- SectorsFinancial Services
- Website walkerwealth.com
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by Mariner Wealth Advisors (Feb 2023)
- Legal Name Mariner Wealth Advisors
- Investors
- Acquired byMariner Wealth Advisors
(Feb 2023)
Products & Services of Walker Wealth
Walker Wealth offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, and Tax Planning.
Integrates investments, taxes, and estate strategies for personalized financial management.
Manages portfolios to optimize returns for individuals and business clients.
Provides preparation and strategies to minimize liabilities for clients.
Apps and channels of Walker Wealth
its YouTube channel Mariner has 2.72K subscribers and 30 videos.
Videos from Walker Wealth
The most watched videos on Walker Wealth's YouTube channel, Mariner (2.72K subscribers). Click a video to play it here.
More on Mariner.
Investors in Walker Wealth
Walker Wealth has secured backing from 1 investor. Prominent investors backing the company include Mariner.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients nationwide. | 2006 | marinerwealthadvisors.com | Overland Park, United States |
Investor details for Walker Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Walker Wealth
1 people are tracked at Walker Wealth (1 in leadership).
| Name | Role | Group |
|---|---|---|
W Craig Walker | Founder | Leadership |
Complete people profiles for Walker Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Walker Wealth
2 dated milestones of Walker Wealth across 26 years, from founding to its latest funding, stage changes and deals.
- Founded Walker Wealth is founded.
- Exit Acquired by Mariner Wealth Advisors.
Competitors of Walker Wealth
Walker Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| blackrock.com | 1988 | New York, United States | – | 19,800 | Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors |
Detailed competitors of Walker Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Walker Wealth
Complete news archive for Walker Wealth
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Walker Wealth
10 companies that operate in the same segment as Walker Wealth (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Walker Wealth
Walker Wealth was founded in 1997.
Walker Wealth is headquartered in Fullerton, United States. It is registered at Fullerton, California, United States.
Walker Wealth was established in 1997 in Fullerton, United States. Operations are centered in the financial services sector, where financial planning, insurance, and investment management are offered to clients. Services encompass wealth advisory and risk management for individuals and businesses. The firm maintains a focus on localized operations within the United States, with oversight from founder W. Craig Walker.
Walker Wealth's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
Walker Wealth offers Wealth Planning, Investment Management, and Tax Planning.
Walker Wealth has 1 investor. Key investors include Mariner.
Walker Wealth operates through Mariner Wealth Advisors.
Yes. Walker Wealth was acquired by Mariner Wealth Advisors in February 2023.