Wallick Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,737,837
Total clients
15
73% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$1,249,189
About
Wallick Wealth Management provides discretionary investment management and integrated financial planning to individual investors—including high‑net‑worth clients—as well as small businesses and corporate clients. The firm reports approximately $18.7 million in discretionary assets under management across a small number of client relationships and delivers financial planning only as part of ongoing wealth management engagements.
The firm employs a mix of analytical methods (charting, technical and fundamental analysis, and modern portfolio theory) and implements both long‑ and short‑term strategies, including option writing, margin, private placements, REITs and other alternative exposures as appropriate to client objectives. For trade execution and model implementation, the firm frequently engages a third‑party sub‑advisor that has discretionary trading authority for the majority of client accounts while the adviser retains overall client relationship and oversight.
Noteworthy features include a very small client roster (about 15 clients), which produces relatively large assets per relationship, and the routine use of a sub‑advisor that is paid from a portion of the advisory fee to execute strategies. The firm’s advisers are also licensed to sell insurance and may recommend commission‑based annuities through insurance marketing organizations, a conflict the firm discloses and supervises.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Annuities
Wealth management
Retirement income strategy
Active portfolio management
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001+: Negotiable
Insurance products may be recommended with commissions paid to adviser in that capacity
Account minimum: $500,000 Fee-only: Fee-only basis; fees negotiated at discretion but not in excess of 1.00% for standard fees; sub-advisory fees paid by firm from portion of client fees
Main office location
Wallick Wealth Management
Perkasie PA, United States
Number of offices
1
Most active in
Wallick Wealth Management has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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