Wallick Investments, LLC

RIASEC RegisteredEst. 2025

Total AUM

$127M

Discretionary

$127M

100% of AUM

Avg account

$199K

Accounts

637

Employees

Advisory reps

Firm details

Headquarters: Columbia, South Carolina
CRD number: 162976
Registered since: June 24, 2025
Website: www.wallickinvestments.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI54.68%
Individuals43.35%
Charitable Organizations1.97%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wallick Investments, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owner-operated and positions itself as a capital allocator serving both individual & family clients and institutional/business clients. Its fee model is primarily a percentage of assets under management, with other fee arrangements also noted. Service offerings listed on the firm's ADV emphasize discretionary portfolio management for individuals, small businesses, and larger business/institutional clients, plus selection of other advisers, pension consulting-related work, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.