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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-19-2024
- Office Locations
- 1
Office Locations
About Wallick Wealth Management
Wallick Wealth Management is a Pennsylvania registered investment adviser led by founder and wealth manager Kristopher Wallick. Acting as a fiduciary, the firm delivers ongoing financial planning and investment management with an emphasis on tax efficiency for high-net-worth individuals, families, business owners, and corporate executives. Services include estate, legacy, retirement, philanthropic planning, and tax management, supported by partners such as Charles Schwab, Orion Advisor Solutions, and Symmetry Partners.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
KRISTOPHER JAMES WALLICK
Owner
- CRD
- #5554989
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,737,837 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,737,837 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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