Pickwick Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pickwick Wealth Management is a small, state-registered advisory firm that offers discretionary asset management and financial planning and consulting to individual clients, including high-net-worth individuals. The firm reports approximately $11.4 million in discretionary assets under management across about 20 client accounts and provides ongoing portfolio management directly as well as through Orion Portfolio Solutions and co-advisor relationships.
The firm’s investment process is client-tailored, using fundamental analysis to build asset allocations and model selections that reflect each client’s goals, time horizon, and risk tolerance, and it generally exercises discretionary trading authority with quarterly account reviews. Pickwick also delivers full financial plans and limited-topic consulting engagements, and allows clients to impose written investment restrictions that the advisor will honor.
Notable features disclosed in the brochure include an affiliated insurance business: the firm’s principal operates as an independent insurance agent and spends a substantial portion of time on those activities, receiving typical insurance compensation and disclosing the attendant conflicts. Pickwick also shares fees with a co-advisor and participates in an incentive arrangement with that co-advisor, arrangements the firm discloses and says it mitigates through disclosures, procedures, and its fiduciary obligations.
Client services
Expertise
Fee options
1.0% annually
$350 per hour
Main office
707 Lake Cook Road, Suite 285
Deerfield IL 60015
Advisors at this office
1
Most active in
Illinois
Also doing business as
Pickwick Wealth Management · Walasik Financial Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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