Walled Lake Planning & Wealth Management, LLC
Walled Lake Planning & Wealth Management, LLC is an SEC-registered wealth manager in Highland Park, IL with $732.2M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Walled Lake Planning & Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299595, SEC 801-114386, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $732.2M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Highland Park, IL
- Employees
- 8
- Clients
- 369
- CRD
- 299595
- Ownership
- KLIEGER, HOWARD, ROBERT; COOPER, NOEL, ADAM; MCDERMOTT, JOSEPH, DANIEL; SADZEWICZ, GERY, JOSEPH; WALTERS, ZACHARY, HAROLD
How much AUM does Walled Lake Planning & Wealth Management, LLC have?
Walled Lake Planning & Wealth Management, LLC reported $732.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Walled Lake Planning & Wealth Management, LLC?
Disclosed owners and executives of Walled Lake Planning & Wealth Management, LLC include KLIEGER, HOWARD, ROBERT, COOPER, NOEL, ADAM, MCDERMOTT, JOSEPH, DANIEL, SADZEWICZ, GERY, JOSEPH, WALTERS, ZACHARY, HAROLD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.