SEC Form ADV

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Registered Investment AdviserIL
$732.2M
Assets Under Management
2,161
Total Clients
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Registration Details

Accession
CRD-299595
Location
HIGHLAND PARK, IL
Filing Date
March 6, 2026
AUM
$732.2M
Total Clients
2,161
Amendment
No

About this Adviser

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in HIGHLAND PARK, IL, managing approximately $732.2M in assets across 2,161 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.