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RALICKI WEALTH MANAGEMENT & TRUST SERVICES
1235 Se Indian Street
Suite 102
Stuart, Florida 34997
Tel: 772-221-4508
About RALICKI WEALTH MANAGEMENT & TRUST SERVICES
RALICKI WEALTH MANAGEMENT & TRUST SERVICES, formally registered with the SEC as RALICKI WEALTH MANAGEMENT & TRUST SERVICES. The firm was established in 04/25/2022. They have over 1 offices throughout the country.
RALICKI WEALTH MANAGEMENT & TRUST SERVICES is a Stuart, Florida based Financial Planning firm with nearly $107,561,012 assets under management, offering retirement planning & investment advisory services to 258 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141192 |
| SEC# | 801-124724 |
| Assets Managed by Firm | $107,561,012 |
| No. of Clients | 258 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 258 | $107,561,012 |
| Individuals (other than high net worth individuals) | 77 | $21,882,425 |
| High net worth individuals | 20 | $64,086,457 |
| Pension and profit sharing plans | 3 | $5,599,810 |
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