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PICKWICK WEALTH MANAGEMENT
WALASIK FINANCIAL GROUP LLC
CRD 333483
707 LAKE COOK ROAD, SUITE 285, DEERFIELD, IL, 60015, United States
Phone
847-730-5597
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.4M
Discretionary AUM
$11.4M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $5.5M |
| High net worth individuals | 2 | $5.9M |
All web addresses on file
Official SEC filing: View on IAPD