WALLICK WEALTH MANAGEMENT

WALLICK WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 329638). Regulatory assets under management: $18.7M.

Registration

• CRD: 329638
• Type: Registered investment adviser
• Phone: 2674501346
• Latest filing: 2026-03-19
• Regulatory AUM: $18.7M
• Discretionary AUM: $18.7M
• Clients: 1
• Accounts: 58

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329638 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search