← Back to searchVisit website
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CRD 299595 · SEC 801-114386
600 ELM PLACE, HIGHLAND PARK, IL, 60035, United States
Phone
(847) 616-2590
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$732.2M
Discretionary AUM
$732.2M
Team
8 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 321 | $397.6M |
| High net worth individuals | 43 | $331.6M |
| Pension/profit sharing plans | 4 | $2.9M |
States served
CA, CO, IL, NE, NY, NC, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD