RALICKI WEALTH MANAGEMENT & TRUST SERVICES

RIASEC RegisteredEst. 2022

Total AUM

$129M

Discretionary

$122M

95% of AUM

Avg account

$510K

Accounts

253

Employees

Advisory reps

Firm details

Headquarters: STUART, Florida
CRD number: 141192
Registered since: April 25, 2022
Website: www.ralickiwm.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, ASSETMARK TRUST CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.08%
Individuals14.16%
Pension & Profit Sharing Plans5.12%
Other3.73%
Corporations / Businesses1.92%
Services: Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ralicki Wealth Management & Trust Services is an independent registered investment adviser that acts as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm provides comprehensive financial planning and advisory services, including pension consulting and the selection of outside managers, and operates outside an ESG-investing focus. Ralicki Wealth Management & Trust Services charges fees on a variety of schedules — percentage of assets under management, hourly and fixed-fee arrangements — positioning the firm to serve both ongoing advisory relationships and project-based engagements. Since its SEC registration in 2022 the firm has emphasized active manager selection and the use of third‑party specialists where appropriate. The business also lists accounting among its activities, which supports integrated planning and reporting for clients. Ralicki Wealth Management & Trust Services was recognized by FA Magazine as a Top RIA Firms outlet in 2020.