|
⚲
|
| Keyboard |
| Walled Lake Planning & Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 299595 |
| SEC # | 801-114386 |
| CIK # | 0001812177 |
| AUM | 732.2 M (2026-03-06) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 13.6 | ||
| Altria Group Inc | 8.3 | ||
| Novartis AG | 7.9 | ||
| Huntington Ingalls Industries Inc | 7.0 | ||
| Gilead Sciences Inc | 6.9 | ||
| Lockheed Martin Corp | 6.4 | ||
| GlaxoSmithKline PLC | 6.3 | ||
| Merck & Co Inc | 6.2 | ||
| Dollar General Corp | 4.9 | ||
| Cisco Systems Inc | 4.4 | ||
| Houlihan Lokey Inc | 3.9 | ||
| Amazon Com Inc | 3.4 | ||
| Public Storage | 3.4 | ||
| Alphabet Inc | 3.3 | ||
| Mastercard Inc | 3.1 | ||
| Microsoft Corp | 3.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 321 | 397.6 |
| (b) Individuals (high net worth individuals) | 43 | 331.6 |
| (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 | 2.9 |
| (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 | 0.1 |
| Total | 2,161 | 732.2 |
| By Discretionary | ||
| Discretionary | 2,161 | 732.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,161 | 732.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 732.2 | |
| Total | 2,161 | 732.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001812177] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stevens Foster Financial Services Inc
✚
|
MN | 750.4 M |
|
Capitalia Suisse
✚
|
750.0 M | |
|
Financial Directions LLC
✚
|
AZ | 737.8 M |
|
Service Academy Capital Management LLC
✚
|
TX | 734.0 M |
|
Cooperative Funeral Fund Inc
✚
|
CT | 727.8 M |
|
Kaydan Wealth Management Inc
✚
|
MI | 726.5 M |
|
Meridian Investment Counsel Inc
✚
|
723.4 M | |
|
R S Crum Inc
✚
|
CA | 720.7 M |
|
Main Street Retirement Planning LLC
✚
|
TX | 716.6 M |
|
Old Peak Finance LLC
✚
|
NC | 714.1 M |