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Managing Partner, Chief Compliance Officer, Chief Investments Officer · Wallick Investments, LLC

Daniel T Wallick

CRD 4334083 · Named on Form ADV at one SEC-registered adviser

At a glance

Wallick Investments, LLC, an SEC-registered wealth manager based in Columbia, SC with $168 million in regulatory assets, lists Daniel T Wallick on its Form ADV as Managing Partner, Chief Compliance Officer, Chief Investments Officer, a control person.

Firms and roles

  • Wallick Investments, LLCManaging Partner, Chief Compliance Officer, Chief Investments OfficerWealth manager · Columbia, SC · $168M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.