Dallin Walker
Delta Lake Wealth Management, LLC · Rexburg, Idaho
Dallin Walker is a fee-only financial advisor at Delta Lake Wealth Management, LLC in Rexburg, Idaho, who holds the CFP, CPA and MAcc credentials. Delta Lake Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Delta Lake Wealth Management, LLC |
|---|---|
| Based in | Rexburg, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.25B across 4,262 accounts |
| Credentials | CFP · CPA · MAcc |
| SEC registration | Investment adviser representative in ID · CRD 7129825 |
| Exams passed | Series 65 (2019) |
| Firm size | 69 employees |
| Disclosures | None reported |
| Website | deltalakewm.com |
How Dallin's firm compares
- Delta Lake Wealth Management, LLC's average account is about $294,000, from its Form ADV (assets managed divided by 4,262 accounts).
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Questions about Dallin
Is Dallin Walker a fee-only financial advisor?
Yes. Dallin Walker is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dallin's firm.
How does Dallin charge for financial advice?
Dallin's firm, Delta Lake Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dallin Walker based?
Dallin Walker is based in Rexburg, Idaho.
What credentials does Dallin Walker hold?
Dallin Walker holds the CFP, CPA and MAcc credentials.
Is Dallin Walker registered with the SEC?
Yes. Dallin Walker is registered as an investment adviser representative in ID (CRD 7129825), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Delta Lake Wealth Management, LLC manage?
Delta Lake Wealth Management, LLC reports $1.25B across 4,262 accounts in assets under management.
How do I contact Dallin Walker?
Through Dallin's website, deltalakewm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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