$11.4M Total AUM
$11.4M Disc. AUM
-- 3Y CAGR
2 Employees
20 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- OptimaNorth
- Established Date
- 12-01-2024
- Office Locations
- 1
Office Locations
707 Lake Cook Road Suite 285 Deerfield IL
About Pickwick Wealth Management
Pickwick Wealth Management is a Deerfield-based RIA. The firm has been operating for 1 years. Managing $11.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$11.4M AVG AUM / ADVISOR
$571.1K AVG AUM / CLIENT
1.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Beacon catalyst Harbor
Client Personas
Capital
Custodian
Matrix eagle Meridian Optima timber
Investment Themes
Value Beacon eagle
Investment Vehicles
Beacon value
Services
Delta Vertex Focus Delta meridian Catalyst optima Beacon
Technology
Horizon signal Radial
Owner & Executives
C
Christina Maria Walasik
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6792268
- Ownership
- 50% but less than 75%
(757) 443-8485
zenith.peak@ridgecapital.com
in linkedin.com/in/meridian-momentum
A
ANDREW SCOTT CAVERLEY
--
- CRD
- --
- Ownership
- 25% but less than 50%
(260) 951-4595
pathway.crest@summitcapital.com
in linkedin.com/in/pathway-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,422,315 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,422,315 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,422,315
Private Funds:
27.7% Equity - Exchange:
12.7% Municipal Bonds:
31.4% Cash:
28.2% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $647,722,048 | 27.7% |
| Equity - Exchange | $296,970,036 | 12.7% |
| Municipal Bonds | $734,240,877 | 31.4% |
| Cash | $659,413,782 | 28.2% |
| Total | $2,338,346,743 | 100.0% |