|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Walled Lake Planning & Wealth Management LLC
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001812177 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.8 | ||
| Altria Group Inc | 6.9 | ||
| Huntington Ingalls Industries Inc | 6.5 | ||
| Novartis AG | 6.4 | ||
| Gilead Sciences Inc | 6.3 | ||
| Lockheed Martin Corp | 5.7 | ||
| Cisco Systems Inc | 5.5 | ||
| Houlihan Lokey Inc | 5.3 | ||
| Dollar General Corp | 4.9 | ||
| GlaxoSmithKline PLC | 4.8 | ||
| Genpact Ltd | 4.7 | ||
| Cognizant Technology Solutions Corp | 4.5 | ||
| Merck & Co Inc | 3.8 | ||
| Microsoft Corp | 3.5 | ||
| Alphabet Inc | 3.4 | ||
| Mastercard Inc | 3.3 | ||
| Ross Stores Inc | 3.2 | ||
| Public Storage | 3.1 | ||
| Pfizer Inc | 3.0 | ||
| Amazon Com Inc | 2.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peninsula Wealth LLC
✚
|
CA | 0.7 |
|
SSA Swiss Advisors AG
✚
|
0.7 | |
|
Whelan Financial
✚
|
CA | 0.7 |
|
Financial Directions LLC
✚
|
AZ | 0.7 |
|
PAVE Investment Advisors LLC
✚
|
NY | 0.7 |
|
Hopwood Financial Services Inc
✚
|
VA | 0.7 |
|
BCM Advisors LLC
✚
|
LA | 0.7 |
|
Drucker Wealth 30 LLC
✚
|
0.7 | |
|
Stevens Foster Financial Services Inc
✚
|
MN | 0.7 |
|
Invex Advisors LLC
✚
|
FL | 0.7 |