| 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 |
Walled Lake Planning & Wealth Management, LLC reports $669.3 million in regulatory assets under management on its Form ADV.
Walled Lake Planning & Wealth Management, LLC reports 8 employees.
Walled Lake Planning & Wealth Management, LLC is based in Highland Park, IL and has been SEC-registered since 2018.
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.
| 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 |
| Discretionary | $669.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $669.3M |