RALICKI & COMPANY, P.A.
Legal name: RALICKI WEALTH MANAGEMENT & TRUST SERVICES
CRD #141192 SEC #801-124724 STUART, FL 772-221-4508
SEC Registered
Total AUM
$111.6M
Discretionary
$106.7M
Employees
4
Clients
10
Accounts
260
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $111.6M | $106.7M | $5M | 4 | 0 |
| Mar 2024 | $107.6M | $102M | $5.6M | 4 | 0 |
| Mar 2023 | $93.7M | $88.5M | $5.1M | 4 | 0 |
| Mar 2022 | $103.5M | $98.1M | $5.4M | 3 | 0 |
DateMar 2025
Total AUM$111.6M
Discretionary$106.7M
Non-Disc.$5M
Employees4
Clients0
DateMar 2024
Total AUM$107.6M
Discretionary$102M
Non-Disc.$5.6M
Employees4
Clients0
DateMar 2023
Total AUM$93.7M
Discretionary$88.5M
Non-Disc.$5.1M
Employees4
Clients0
DateMar 2022
Total AUM$103.5M
Discretionary$98.1M
Non-Disc.$5.4M
Employees3
Clients0