# Pickwick Wealth Management

> Pickwick Wealth Management is a state-registered investment advisory firm in Deerfield, IL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 333483
- Filed as: PICKWICK WEALTH MANAGEMENT
- Legal name: Walasik Financial Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Deerfield, IL
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333483
- AdvisorCensus page: https://advisorcensus.com/firm/pickwick-wealth-management-deerfield-il-333483

## Quick answers

**How is Pickwick Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Pickwick Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Where is Pickwick Wealth Management located?**
Pickwick Wealth Management's principal office is in Deerfield, IL, according to its Form ADV.

**Is Pickwick Wealth Management registered with the SEC or a state?**
Pickwick Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333483.

**How much does Pickwick Wealth Management manage?**
Pickwick Wealth Management reports $11,422,315 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**What types of clients does Pickwick Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (2).

**Does Pickwick Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333483

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $11,422,315
- Discretionary: $11,422,315
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $5,526,912 |
| High net worth individuals | 2 | $5,895,403 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pickwickwealth.com
- Facebook @PickwickWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pickwick Wealth Management (CRD 333483): Form ADV filing data as of October 2026.