Investment adviser · CRD 141192
RALICKI WEALTH MANAGEMENT & TRUST SERVICES
Investment adviser filing (IA)
RALICKI & COMPANY, P.A.
STUART, FL, United States · Form ADV filed Mar 6, 2026
- Regulatory AUM
- $129M Form ADV · Item 5.F
- Client accounts
- 253 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 30 | $96,827,683 | 75.1% |
| Individuals | 68 | $18,257,628 | 14.2% |
| Retirement plans | Fewer than 5 | $6,597,367 | 5.1% |
| Other clients | 7 | $4,810,935 | 3.7% |
| Corporations & businesses | Fewer than 5 | $2,478,404 | 1.9% |
Filing source
Form ADV 2057739 · Mar 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 6, 2026. View historical filings
Reported services
Financial planning · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1235 SE INDIAN STREET, SUITE 102STUART, FL, 34997, United States
CRD 141192
Filing source
Form ADV 2057739 · Mar 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.