SEC Form ADV

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Firm profile: Walled Lake Planning & Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL

$732.2M

Assets Under Management

2,161

Total Clients

Employees

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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
Institutional Clients: 4
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansOther

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.

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