CRD: 299595
Walled Lake Planning & Wealth Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-06-2018
- Office Locations
- 1
Office Locations
About Walled Lake Planning & Wealth Management, LLC
Walled Lake Planning & Wealth Management is a boutique financial planning and wealth management firm on Chicago’s North Shore serving clients nationwide. The team integrates investment management with coordinated tax, insurance, and estate planning to deliver an integrated plan aligned to client goals and values. Led by founders Noel Cooper, CFP and Howard Klieger, with CIO Zach Walters, CFP; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HOWARD ROBERT KLIEGER
Co-founder, Managing Director
- CRD
- #1020955
- Ownership
- 50% but less than 75%
NOEL ADAM COOPER
Co-founder, Managing Director
- CRD
- #3175789
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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LOUIS BURTON KLIEGER
Principal
- CRD
- #6521252
BLAKE S SCIERA
--
- CRD
- #8214945
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $732,171,064 | $338,811 |
| Non-Discretionary | $0 | -- |
| Total | $732,171,064 | $338,811 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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