Walled Lake Planning & Wealth Management, LLC
● SEC registered since 2018CRD 299595SEC# 801-114386Highland Park, IL
Reg. AUM
$732.2M
Employees
8
Accounts
2,161
Location
Highland Park, IL
Walled Lake Planning & Wealth Management, LLC assets under management
Walled Lake Planning & Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Highland Park, IL. The firm has been registered since 2018. It reports $732.2 million in regulatory assets under management and employs 8 people.
Walled Lake Planning & Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2023 |
| Howard Robert Klieger Control | Managing Director / Co-Founder | 50-75% | 2018 |
| Noel Adam Cooper Control | Managing Director / Co-Founder | 25-50% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Walled Lake Planning & Wealth Management, LLC manage?
Walled Lake Planning & Wealth Management, LLC reports $732.2 million in regulatory assets under management on its Form ADV.
How many employees does Walled Lake Planning & Wealth Management, LLC have?
Walled Lake Planning & Wealth Management, LLC reports 8 employees.
Where is Walled Lake Planning & Wealth Management, LLC located?
Walled Lake Planning & Wealth Management, LLC is based in Highland Park, IL and has been SEC-registered since 2018.
Does Walled Lake Planning & Wealth Management, LLC disclose fund performance?
Walled Lake Planning & Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 Elm Place, Highland Park, IL 60035 |
| Phone | (847) 616-2590 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$732.2M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$732.2Mregulatory AUM
Discretionary $732.2M