# Walen Financial Group, LLC

Walen Financial Group, LLC is a Multi Family Office based in Toledo, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Toledo, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Assets under management:** Undisclosed
- **Website:** walenfinancialgroup.com

## Regulatory record

- **CRD number:** 140721
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140721

## About

Walen Financial Group, LLC is a state-registered investment adviser in Toledo, OH. It has 2 employees and 2 investment advisers. The firm is based in Ohio.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Healthcare Services
- Energy Transition & Renewables

## People

- Michael W. Walen — Founder & Chief Executive Officer

## Questions

### Who leads investment sourcing at Walen Financial Group?

Michael Walen serves as the firm's founder and CEO, directing the firm's deal origination and client relationships. The firm does not publicly disclose other investment professionals, and its public footprint is limited.

### How does Walen Financial Group source deal flow?

Walen Financial Group sources investment opportunities through its own network of financial institutions, banks, and family offices. The firm originates direct placements in private credit, infrastructure, real estate, and energy transition, rather than relying on fund managers or external intermediaries.

### Does Walen Financial Group manage commingled funds?

According to its public positioning, Walen Financial Group does not operate commingled fund vehicles. Instead, it structures direct placements and co-investments, allowing its clients to hold direct ownership stakes in the underlying assets.

## Related profiles

- [Asage Financial LLC](https://altss.com/profile/asage-financial-llc)

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Last updated: 2026-07-06T01:24:28.433Z

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