# WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC of HIGHLAND PARK, IL is an SEC-registered investment adviser.

## Registration

- CRD: 299595
- Type: SEC-registered investment adviser
- SEC file number: 801-114386
- Location: 600 ELM PLACE, HIGHLAND PARK, IL, 60035
- Phone: (847) 616-2590
- Latest filing: 2026-03-06
- Regulatory AUM: $732.2M
- Discretionary AUM: $732.2M
- Clients: 8
- Accounts: 2,161

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| Howard Robert Klieger | MANAGING DIRECTOR / CO-FOUNDER | — |
| Noel Adam Cooper | MANAGING DIRECTOR / CO-FOUNDER | — |
| Zachary Harold Walters | CHIEF INVESTMENT OFFICER AND PRINCIPAL | — |
| MCDERMOTT JOSEPH DANIEL | CHIEF COMPLIANCE OFFICER | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON JONES NANCY | CHIEF COMPLIANCE OFFICER | — |
| CASTLEMAN MEGAN LOUISE | CHIEF COMPLIANCE OFFICER | — |
| KLIEGER HOWARD ROBERT | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR / CO-FOUNDER | — |
| COOPER NOEL ADAM | CHIEF OPERATING OFFICE; CHIEF OPERATING OFFICER; MANAGING DIRECTOR / CO-FOUNDER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| WALTERS ZACHARY HAROLD | CHIEF INVESTMENT OFFICER AND PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299595/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299595/similar
- Related entities: https://search.stillhousedata.com/firm/299595/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299595

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.