RIA Intel›Advisers›Virginia›WALLACH PLANNING & INVESTMENTS LLC

WALLACH PLANNING & INVESTMENTS LLC

Advisory

VA

Data as of Apr 10, 2026 · Source: SEC Form ADV

Average account

$376K

across 101 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 10, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients45

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

45 clients

9 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 VA

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

VIRGINIA GLOBAL ASSET MANAGEMENT, LLC

$38M

RELATIVITY MANAGEMENT, LLC

$38M

ATLANTIC CAPITAL MANAGEMENT LLC

$38M

STONEBROOK INVESTMENT, LLC

$38M

HG INTERNATIONAL, INC.

$37M

RAY CAPITAL ADVISORS LLC

$37M

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