RIA Intel›Advisers›Illinois›WALASIK FINANCIAL GROUP LLC

WALASIK FINANCIAL GROUP LLC

Advisory

DEERFIELD, IL

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in IL

#1,522

of 1,719 advisers by AUM

Average account

$571K

across 20 accounts

AUM per adviser

$11M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$11M

Discretionary %

100%

Clients

20

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees2

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

RIPPLE RIDGE ENTERPRISES LLC

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SURE FOUNDATION WEALTH PLANNING, LLC

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NEW CAPITAL MANAGEMENT, LLC

$12M

-82.9% 1Y

BREAKOUT PRIVATE WEALTH LLC

GLENVIEW, IL

$12M

ANDREW J. NIEWIAROWSKI, INC.

CHICAGO, IL

$12M

-53.8% 1Y

WHITE CREST CAPITAL, LLC

$11M

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