Wallick Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wallick Wealth Management provides discretionary investment management and integrated financial planning to individual investors—including high‑net‑worth clients—as well as small businesses and corporate clients. The firm reports approximately $18.7 million in discretionary assets under management across a small number of client relationships and delivers financial planning only as part of ongoing wealth management engagements.
The firm employs a mix of analytical methods (charting, technical and fundamental analysis, and modern portfolio theory) and implements both long‑ and short‑term strategies, including option writing, margin, private placements, REITs and other alternative exposures as appropriate to client objectives. For trade execution and model implementation, the firm frequently engages a third‑party sub‑advisor that has discretionary trading authority for the majority of client accounts while the adviser retains overall client relationship and oversight.
Noteworthy features include a very small client roster (about 15 clients), which produces relatively large assets per relationship, and the routine use of a sub‑advisor that is paid from a portion of the advisory fee to execute strategies. The firm’s advisers are also licensed to sell insurance and may recommend commission‑based annuities through insurance marketing organizations, a conflict the firm discloses and supervises.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001+: Negotiable
Insurance products may be recommended with commissions paid to adviser in that capacity
Account minimum: $500,000 Fee-only: Fee-only basis; fees negotiated at discretion but not in excess of 1.00% for standard fees; sub-advisory fees paid by firm from portion of client fees
Main office
Perkasie PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Wallick Wealth Management · Wallick Wealth Management 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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