| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Lee Stewart Control | Partner And Wealth Advisor | 10-25% | 2025 |
| Jeffery Paul Wallem Control | Partner And Wealth Advisor | Under 5% | 2023 |
| Katherine Alicia Downing Control | Wealth Advisor And Chief Compliance Officer | 10-25% | 2025 |
Wallem Associates, Inc. reports $324.8 million in regulatory assets under management on its Form ADV.
Wallem Associates, Inc. reports 9 employees.
Wallem Associates, Inc. is based in Freeport, IL and has been SEC-registered since 2024.
Wallem Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1753 S. West Avenue, Freeport, IL 61032 |
| Phone | 815-235-9610 |
| Fax | 815-235-9650 |
| Office hours | 9:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $266.2M |
| Non-discretionary | $58.5M |
| Total (RAUM) | $324.8M |