PICKWICK WEALTH MANAGEMENT

PICKWICK WEALTH MANAGEMENT of DEERFIELD, IL is an SEC-registered investment adviser (CRD 333483). Regulatory assets under management: $11.4M.

Registration

• CRD: 333483
• Type: Registered investment adviser
• Location: 707 LAKE COOK ROAD, DEERFIELD, IL, 60015
• Phone: 847-730-5597
• Latest filing: 2026-02-25
• Regulatory AUM: $11.4M
• Discretionary AUM: $11.4M
• Clients: 2
• Accounts: 20

Business model

Compensation: % of AUM, Hourly, Other.

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 333483 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search