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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 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 |
|---|---|---|---|---|
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CASTLEMAN, MEGAN, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson Jones, Nancy | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDERMOTT, JOSEPH, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCDERMOTT, JOSEPH, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDERMOTT, JOSEPH, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDERMOTT, JOSEPH, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | E | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | MANAGING DIRECTOR / CO-FOUNDER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | MANAGING DIRECTOR / CO-FOUNDER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | MANAGING DIRECTOR / CO-FOUNDER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | MANAGING DIRECTOR / CO-FOUNDER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | MANAGING DIRECTOR / CO-FOUNDER | D | Control |
| KLIEGER, HOWARD, ROBERT | I | MANAGING DIRECTOR / CO-FOUNDER | D | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | MANAGING DIRECTOR / CO-FOUNDER | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICER | C | Control |
| COOPER, NOEL, ADAM | I | MANAGING DIRECTOR / CO-FOUNDER | C | Control |
| COOPER, NOEL, ADAM | I | CHIEF OPERATING OFFICE | C | Control |
| COOPER, NOEL, ADAM | I | MANAGING DIRECTOR / CO-FOUNDER | C | Control |
| COOPER, NOEL, ADAM | I | MANAGING DIRECTOR / CO-FOUNDER | C | Control |
| COOPER, NOEL, ADAM | I | MANAGING DIRECTOR / CO-FOUNDER | C | Control |
| COOPER, NOEL, ADAM | I | MANAGING DIRECTOR / CO-FOUNDER | C | Control |
| WALTERS, ZACHARY, HAROLD | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | A | |
| WALTERS, ZACHARY, HAROLD | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | A | |
| WALTERS, ZACHARY, HAROLD | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | A | |
| WALTERS, ZACHARY, HAROLD | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | A |
Registrations
Federal
IA
Nov 11, 2025 REGISTERED
Notice Filings (21)
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Address
600 ELM PLACEHIGHLAND PARK, IL 60035
United States
Phone: (847) 616-2590