Walled Lake Planning & Wealth Management, LLC

CRD 299595 · Highland Park, IL · $732.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 299595
SEC number: 801-114386
Firm type: RIA
Assets under management: $732.2M as of Mar 6, 2026
Website: www.wlpwm.com ↗
Phone: (847) 616-2590
Address: 600 Elm Place, Highland Park, IL, 60035

Advisors at this firm

5 in our index · page 1 of 1

Noel Adam CooperCRD 3175789 · Highland Park, IL

IA RegisteredRegistration inactive
Howard Robert KliegerCRD 1020955 · Highland Park, IL

IA RegisteredRegistration inactive
Louis Burton KliegerCRD 6521252 · Highland Park, IL

IA RegisteredRegistration inactive
Blake S ScieraCRD 8214945 · Highland Park, IL

IA Registered
Zachary Harold WaltersCRD 5157083 · Highland Park, IL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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