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| Happy Holidays!! thanks for using AUM13F!! |
| Walled Lake Planning & Wealth Management LLC
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|---|---|
| CRD # | 299595 |
| SEC # | 801-114386 |
| CIK # | 0001812177 |
| AUM | $669.3 M (2025-03-20) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 847-616-2590 |
| Address | 600 Elm Place Highland Park, IL 60035 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.8 | ||
| Altria Group Inc | 6.9 | ||
| Huntington Ingalls Industries Inc | 6.5 | ||
| Novartis AG | 6.4 | ||
| Gilead Sciences Inc | 6.3 | ||
| Lockheed Martin Corp | 5.7 | ||
| Cisco Systems Inc | 5.5 | ||
| Houlihan Lokey Inc | 5.3 | ||
| Dollar General Corp | 4.9 | ||
| GlaxoSmithKline PLC | 4.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 315 | 316.8 |
| (b) Individuals (high net worth individuals) | 45 | 349.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 2.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 2,092 | 669.3 |
| By Discretionary | ||
| Discretionary | 2,092 | 669.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,092 | 669.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 669.3 | |
| Total | 2,092 | 669.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001812177] |
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|---|---|---|
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CA | 0.7 |
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SSA Swiss Advisors AG
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0.7 | |
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PAVE Investment Advisors LLC
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Hopwood Financial Services Inc
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VA | 0.7 |
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BCM Advisors LLC
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LA | 0.7 |
|
Drucker Wealth 30 LLC
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|
0.7 | |
|
Stevens Foster Financial Services Inc
✚
|
MN | 0.7 |
|
Invex Advisors LLC
✚
|
FL | 0.7 |