Ralicki Wealth Management & Trust Services is an SEC registered investment adviser organized as a corporation with a primary office location in Stuart, FL. Its latest Form ADV filing, dated March 6, 2026, reports $129M in regulatory assets under management, 3 employees, and 253 accounts.
Assets Under Management
$129M
Employees
3
Offices
--
Total Clients
113
Primary office
STUART, FL
1235 SE INDIAN STREET, SUITE 102, STUART, FL, United States
Top client segmentIndividuals represent 60.2% of total clients.
Top client categories% of clientsClients
1
Individuals
60.2%
68
2
HNWI
26.5%
30
3
Irrevocable Trusts/Estates
6.2%
7
4
Pension Plans
3.5%
4
5
Corporations
3.5%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$129Mas of March 6, 2026
Discretionary94.9%
$122M
95% of total RAUM94.9%
Non-discretionary5.1%
$7M
5% of total RAUM5.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$129M
Total Accounts253
10Y AUM Change+$25M (+24.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.