Ralicki Wealth Management & Trust Services
Ralicki Wealth Management & Trust Services is an SEC-registered wealth manager in Stuart, FL with $129.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Ralicki Wealth Management & Trust Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141192, SEC 801-124724, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $129.0M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Stuart, FL
- Employees
- 3
- Clients
- 113
- CRD
- 141192
- Ownership
- RALICKI, DAVID, ARTHUR
How much AUM does Ralicki Wealth Management & Trust Services have?
Ralicki Wealth Management & Trust Services reported $129.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Ralicki Wealth Management & Trust Services?
Disclosed owners and executives of Ralicki Wealth Management & Trust Services include RALICKI, DAVID, ARTHUR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.