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| Keyboard |
| Wallick Investments LLC
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|---|---|
| CRD # | 162976 |
| SEC # | 801-133719 |
| CIK # | |
| AUM | 126.5 M (2026-02-05) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 803-699-9400 |
| Address | 2118 Lincoln Street Columbia, SC 29201 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 217 | 54.8 |
| (b) Individuals (high net worth individuals) | 30 | 69.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.5 |
| (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 | 0 | 0.0 |
| Total | 637 | 126.5 |
| By Discretionary | ||
| Discretionary | 637 | 126.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 637 | 126.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.5 | |
| Total | 637 | 126.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
We Financial Group LLC
✚
|
CA | 127.4 M |
|
Synergy Wealth Management LLC
✚
|
MI | 127.1 M |
|
Protocol Wealth LLC
✚
|
CO | 127.1 M |
|
Growstrong Wealth Strategies LLC
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|
CO | 127.0 M |
|
Gainspoletti Wealth Planners Advisory LLC
✚
|
MS | 127.0 M |
|
Bone FIDE Wealth LLC
✚
|
NY | 126.7 M |
|
ACTS Financial Advisors LLC
✚
|
VA | 126.5 M |
|
Shepherd Street Advisors LLC
✚
|
CA | 126.2 M |
|
Oak Street Advisors Inc
✚
|
SC | 126.2 M |
|
Significant Wealth Partners LLC
✚
|
IL | 126.1 M |