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Chief Investment Officer and Principal · Walled Lake Planning & Wealth Management, LLC

Zachary H. Walters

CRD 5157083 · Named on Form ADV at one SEC-registered adviser

At a glance

Walled Lake Planning & Wealth Management, LLC, an SEC-registered wealth manager based in Highland Park, IL with $732 million in regulatory assets, lists Zachary H. Walters on its Form ADV as Chief Investment Officer and Principal.

Firms and roles

AtlasMembers

Zachary’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
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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

  • Howard R. KliegerManaging Director / Co-Founder, Walled Lake Planning & Wealth Management, LLC
  • Noel A. CooperManaging Director / Co-Founder, Walled Lake Planning & Wealth Management, LLC
  • Gery J. SadzewiczChief Compliance Officer, Walled Lake Planning & Wealth Management, LLC

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