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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RALICKI, DAVID, ARTHUR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| RALICKI, DAVID, ARTHUR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| RALICKI, DAVID, ARTHUR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| RALICKI, DAVID, ARTHUR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 6, 2025 REGISTERED
Notice Filings (1)
FL
Address
1235 SE INDIAN STREETSUITE 102
STUART, FL 34997
United States
Phone: 772-221-4508