WALLICK INVESTMENTS, LLC

Overview

Wallick Investments, LLC is an SEC-registered limited liability company that acts as a capital allocator for both individual/family and institutional clients. The firm’s regulatory registration lists 2025 as its SEC registration year and identifies the ownership as individual. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, selection of other advisers, and educational seminars or workshops. The firm charges fees based on a percentage of assets under management and may apply other fee arrangements as well. Wallick reports it is not an active ESG investor and does not operate as a multi-state adviser. It positions itself to deploy client capital across traditional pooled vehicles and third-party strategies rather than emphasizing proprietary product manufacturing.

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Location & Offices