WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CRD #299595 SEC #801-114386 HIGHLAND PARK, IL (847) 616-2590
SEC Registered
Total AUM
$669.3M
Discretionary
$669.3M
Employees
8
Clients
251
Accounts
2,092
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $669.3M | $669.3M | $0 | 8 | 0 |
| Mar 2025 | $669.3M | $669.3M | $0 | 8 | 0 |
| Nov 2024 | $556.6M | $556.6M | $0 | 7 | 0 |
| Mar 2024 | $556.6M | $556.6M | $0 | 7 | 0 |
| Jan 2024 | $477.3M | $477.3M | $0 | 6 | 0 |
| Jun 2023 | $477.3M | $477.3M | $0 | 6 | 0 |
| May 2023 | $477.3M | $477.3M | $0 | 6 | 0 |
| Apr 2023 | $477.3M | $477.3M | $0 | 6 | 0 |
| Mar 2023 | $477.3M | $477.3M | $0 | 6 | 0 |
| Feb 2023 | $534M | $464.8M | $69.2M | 6 | 0 |
| Feb 2023 | $534M | $464.8M | $69.2M | 6 | 0 |
| Oct 2022 | $534M | $464.8M | $69.2M | 6 | 0 |
| Mar 2022 | $534M | $464.8M | $69.2M | 6 | 0 |
| Mar 2021 | $435.8M | $372.8M | $63M | 6 | 0 |
| Dec 2020 | $382.6M | $382.6M | $0 | 6 | 0 |
| Sep 2020 | $382.6M | $382.6M | $0 | 6 | 0 |
| Jun 2020 | $382.6M | $382.6M | $0 | 6 | 0 |
| May 2020 | $382.6M | $382.6M | $0 | 6 | 0 |
| Mar 2020 | $382.6M | $382.6M | $0 | 6 | 0 |
| Jan 2020 | $322.4M | $317.8M | $4.7M | 6 | 0 |
| Nov 2019 | $322.4M | $317.8M | $4.7M | 6 | 0 |
| Oct 2019 | $322.4M | $317.8M | $4.7M | 6 | 0 |
| Jun 2019 | $322.4M | $317.8M | $4.7M | 5 | 0 |
| Jun 2019 | $322.4M | $317.8M | $4.7M | 5 | 0 |
| May 2019 | $322.4M | $317.8M | $4.7M | 5 | 0 |
| Apr 2019 | $322.4M | $317.8M | $4.7M | 5 | 0 |
| Mar 2019 | $0 | $0 | $0 | 5 | 0 |
| Nov 2018 | $0 | $0 | $0 | 5 | 0 |
DateNov 2025
Total AUM$669.3M
Discretionary$669.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$669.3M
Discretionary$669.3M
Non-Disc.$0
Employees8
Clients0
DateNov 2024
Total AUM$556.6M
Discretionary$556.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$556.6M
Discretionary$556.6M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$477.3M
Discretionary$477.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$477.3M
Discretionary$477.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$477.3M
Discretionary$477.3M
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$477.3M
Discretionary$477.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$477.3M
Discretionary$477.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$534M
Discretionary$464.8M
Non-Disc.$69.2M
Employees6
Clients0
DateFeb 2023
Total AUM$534M
Discretionary$464.8M
Non-Disc.$69.2M
Employees6
Clients0
DateOct 2022
Total AUM$534M
Discretionary$464.8M
Non-Disc.$69.2M
Employees6
Clients0
DateMar 2022
Total AUM$534M
Discretionary$464.8M
Non-Disc.$69.2M
Employees6
Clients0
DateMar 2021
Total AUM$435.8M
Discretionary$372.8M
Non-Disc.$63M
Employees6
Clients0
DateDec 2020
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$382.6M
Discretionary$382.6M
Non-Disc.$0
Employees6
Clients0
DateJan 2020
Total AUM$322.4M
Discretionary$317.8M
Non-Disc.$4.7M
Employees6
Clients0
DateNov 2019
Total AUM$322.4M
Discretionary$317.8M
Non-Disc.$4.7M
Employees6
Clients0
DateOct 2019
Total AUM$322.4M
Discretionary$317.8M
Non-Disc.$4.7M
Employees6
Clients0
DateJun 2019
Total AUM$322.4M
Discretionary$317.8M
Non-Disc.$4.7M
Employees5
Clients0
DateJun 2019
Total AUM$322.4M
Discretionary$317.8M
Non-Disc.$4.7M
Employees5
Clients0
DateMay 2019
Total AUM$322.4M
Discretionary$317.8M
Non-Disc.$4.7M
Employees5
Clients0
DateApr 2019
Total AUM$322.4M
Discretionary$317.8M
Non-Disc.$4.7M
Employees5
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0