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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

HIGHLAND PARK, IL · CRD 299595 · IAPD ↗ · wlpwm.com · (847) 616-2590

$732.2MRegulatory AUM
5Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
28
December 2024 — WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC changed its website from walledlakewealth.com to wlpwm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2024 — WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($477.3M -> $556.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
February 2024 — WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC changed its website from wlpwm.com to walledlakewealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
February 2024 — WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC notice-filed in TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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