Walled Lake Planning & Wealth Management, Llc, IL — Investment Adviser | BuildTrust

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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Investment AdviceHIGHLAND PARK, IL

Assets Under Management

$669.3M

Total AUM

Donut chart: Discretionary 669.3M
Category	Value
Discretionary	669.3M

Adviser Information

Field	Value
CRD Number	299595
SEC Number	801-114386
Street Address	600 ELM PLACE
Location	HIGHLAND PARK, IL 60035
Country	United States
Phone	(847) 616-2590
Total Employees	8
Business Types	insurance_broker

Client Count by Type (365 Total)

Horizontal bar chart: Individuals (other than H… 315, High Net Worth Individual… 45, Pension/Profit Sharing Pl… 4, Other 1
Category	Value
Individuals (other than H…	315
High Net Worth Individual…	45
Pension/Profit Sharing Pl…	4
Other	1