WALLICK INVESTMENTS, LLC

CRD 162976 · SEC 801-133719

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2118 LINCOLN STREET, COLUMBIA, SC, 29201, United States

Phone

803-699-9400

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$126.5M

Discretionary AUM

$126.5M

Team

5 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; LICENSING FEE FOR INDEX

Org form

Limited Liability Company

Filing date

2026-02-05

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsINDEX LICENSING SERVICES

Client types

Type	Clients	AUM
Individuals	217	$54.8M
High net worth individuals	30	$69.2M
Charitable organizations	2	$2.5M

States served

GA, NC, SC, TX

All web addresses on file

https://www.linkedin.com/company/wallickinvestments/?viewAsMember=true
https://www.wifidelisindex.com/
https://www.facebook.com/strategicmoralinvesting
HTTPS://WWW.WALLICKINVESTMENTS.COM

Official SEC filing: View on IAPD