Wallick Wealth Management

Overview

Wallick Wealth Management is a small, independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm operates as a fee-based adviser charging a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. As a self-identified capital allocator, the practice balances traditional public funds with access to private-market and income-producing strategies. The firm is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices