Wallick Investments, LLC

RIASEC RegisteredEst. 2025

Total AUM

$168M

Discretionary

$168M

100% of AUM

Avg account

$326K

Accounts

517

Employees

Advisory reps

Firm details

Headquarters: Columbia, South Carolina
CRD number: 162976
Registered since: June 24, 2025
Website: www.wallickinvestments.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI59.74%
Individuals37.69%
Charitable Organizations2.54%
State / Municipal Government0.04%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wallick Investments, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm became SEC-registered in 2025 and is organized as a limited liability company owned by an individual. Its advisory model includes discretionary portfolio management for individuals and small businesses as well as for businesses or institutions, selection of outside managers, and delivery of educational seminars or workshops. Fees are charged as a percentage of assets under management and under other arrangements. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser.