CRD: 141192
Ralicki Wealth Management & Trust Services
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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-25-2006
- Office Locations
- 1
Office Locations
About Ralicki Wealth Management & Trust Services
Ralicki Wealth Management & Trust Services is a Stuart, FL RIA providing investment management and strategic, tax-efficient wealth planning. The team, including CPA/PFS leadership, builds goal-based plans covering portfolio construction, asset allocation, retirement and insurance planning, and charitable giving, often implemented with ETFs and mutual funds. Publishes regular market updates and client workshops.
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Owner & Executives
DAVID ARTHUR RALICKI
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2997949
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Nicholas Christensen
CPA
- CRD
- #7855420
DAVID ALEXANDER RALICKI
Investment Advisor
- CRD
- #5503560
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,374,650 | $491,464 |
| Non-Discretionary | $6,597,367 | $1,649,342 |
| Total | $128,972,017 | $509,771 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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