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AUM

$225 billion+ (family office); Family net worth ~$513 billion (Bloomberg, Dec 2025)

Principals

11

Founded

1953

Data Flags

None - multiple corroborating sources on key facts

Walton Enterprises Research

SFOHigh Confidence

110 NW 2nd Street, Bentonville, AR 72712

Last verified: Dec 17, 2025

Details

Phone
(479) 464-1500
Source of Wealth
Retail (Walmart)
Assets Under Management
$225 billion+ (family office); Family net worth ~$513 billion (Bloomberg, Dec 2025)
Source File
research/organizations/walton-enterprises.md
UID
fo-walton-enterprises

Also Known As

Walton Enterprises, LLCWEIWalton Family OfficeWalton Family Holdings TrustWIT LLC (Walton Investment Team)

Principals (11)

Lukas WaltonFounder, Builders VisionOWNS
John Walton-OWNS
Christy WaltonInnovaciones Alumbra (iAlumbra)OWNS
Helen WaltonCo-Founder, Walton EnterprisesOWNS
Ben WaltonFounder, Zoma CapitalOWNS
Rob WaltonChairman Emeritus Walmart; Owner Denver BroncosOWNS
Jim WaltonChairman, Arvest BankOWNS
Alice WaltonFounder, Crystal Bridges MuseumOWNS
Steuart WaltonFounder, RZC Investments; Walmart boardOWNS
Tom WaltonCo-Founder, RZC InvestmentsOWNS
Lucy Ana WaltonCo-Founder, Zoma CapitalOWNS

Related Entities (3)

WIT LLC (Walton Investment Team)Subsidiary

Investment management subsidiary

Walton Enterprises, LLCSubsidiary

Primary family office and holding company (~45% Walmart stake)

Walton Family Holdings Trust (WFHT)Trust

Trust structure holding Walmart shares

Relationship Strength

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Sources (19)

Changelog

  • 2025-12-17Major update with Dec 2025 data
  • 2025-12-10Initial research file created

Engagement & Preferences