Overview
Assets Under Management: $129 million
Headquarters: STUART, FL
High-Net-Worth Clients: 30
Average Client Assets: $3.2 million
Frequently Asked Questions
RALICKI WEALTH MANAGEMENT & TRUST SERVICES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141192), RALICKI WEALTH MANAGEMENT & TRUST SERVICES is subject to fiduciary duty under federal law.
RALICKI WEALTH MANAGEMENT & TRUST SERVICES is headquartered in STUART, FL.
RALICKI WEALTH MANAGEMENT & TRUST SERVICES serves 30 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, RALICKI WEALTH MANAGEMENT & TRUST SERVICES offers financial planning, pension consulting services, and selection of other advisors. View all service details ↓
RALICKI WEALTH MANAGEMENT & TRUST SERVICES manages $129 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, RALICKI WEALTH MANAGEMENT & TRUST SERVICES serves pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.08%
Average Client Assets: $3.2 million
Total Client Accounts: 253
Discretionary Accounts: 249
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 141192
Filing ID: 2057739
Last Filing Date: 2026-03-06 11:44:15