Wallick Investments, LLC
Wallick Investments, LLC is an SEC-registered mass-market adviser in Columbia, SC with $126.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wallick Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 162976, SEC 801-133719, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $126.5M (2026-02-05)
- Firm type
- Mass-Market Adviser
- Location
- Columbia, SC
- Employees
- 5
- Clients
- 249
- CRD
- 162976
- Ownership
- STONER, PATRICIA, A; WALLICK, DANIEL, T; Wallick, Susan, H; STINNETTE, JESSE, WADE
How much AUM does Wallick Investments, LLC have?
Wallick Investments, LLC reported $126.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Wallick Investments, LLC?
Disclosed owners and executives of Wallick Investments, LLC include STONER, PATRICIA, A, WALLICK, DANIEL, T, Wallick, Susan, H, STINNETTE, JESSE, WADE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.