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WALLICK INVESTMENTS, LLC

COLUMBIA, SC · CRD 162976 · IAPD ↗ · 803-699-9400

$168.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — WALLICK INVESTMENTS, LLC notice-filed in IN, NY, PA, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
September 2026 — WALLICK INVESTMENTS, LLC reported RAUM up 33% ($126.5M -> $168.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2026 — WALLICK INVESTMENTS, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
January 2026 — WALLICK INVESTMENTS, LLC changed its website from wifidelisindex.com to wallickinvestments.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
January 2026 — WALLICK INVESTMENTS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2025 — WALLICK INVESTMENTS, LLC (COLUMBIA, SC) is newly SEC-registered with $112.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.