Overview
Assets Under Management: $127 million
Headquarters: COLUMBIA, SC
High-Net-Worth Clients: 30
Average Client Assets: $2.3 million
Frequently Asked Questions
WALLICK INVESTMENTS, LLC 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 #162976), WALLICK INVESTMENTS, LLC is subject to fiduciary duty under federal law.
WALLICK INVESTMENTS, LLC is headquartered in COLUMBIA, SC.
WALLICK INVESTMENTS, LLC serves 30 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, WALLICK INVESTMENTS, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
WALLICK INVESTMENTS, LLC manages $127 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, WALLICK INVESTMENTS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.68%
Average Client Assets: $2.3 million
Total Client Accounts: 637
Discretionary Accounts: 637
Regulatory Filings
CRD Number: 162976
Filing ID: 2049586
Last Filing Date: 2026-02-05 15:58:44