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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Advisory

N·HIGHLAND PARK, IL

Data as of Mar 6, 2026 · Source: SEC Form ADV

Total AUM
$732M
1-Year AUM Growth
+16.6%
3-Year CAGR
+6.9%
Employees
5
Assets Under Management
Total AUM$732M
Discretionary AUM$732M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients365
Team
Total Employees5
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record26
First FilingNov 6, 2018
Latest FilingMar 6, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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