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RALICKI WEALTH MANAGEMENT & TRUST SERVICES
RALICKI & COMPANY, P.A.
CRD 141192 · SEC 801-124724
1235 SE INDIAN STREET, SUITE 102, STUART, FL, 34997, United States
Phone
772-221-4508
Fax
772-221-4509
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$129.0M
Discretionary AUM
$122.4M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $18.3M |
| High net worth individuals | 30 | $96.8M |
| Pension/profit sharing plans | 4 | $6.6M |
| Corporations/business entities | 4 | $2.5M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD