# Ralicki Wealth Management & Trust Services

> Ralicki Wealth Management & Trust Services is an SEC-registered investment advisory firm in Stuart, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 141192
- Filed as: RALICKI WEALTH MANAGEMENT & TRUST SERVICES
- Legal name: Ralicki & Company, P.A.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stuart, FL
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141192
- AdvisorCensus page: https://advisorcensus.com/firm/ralicki-wealth-management-and-trust-services-stuart-fl-141192

## Quick answers

**How is Ralicki Wealth Management & Trust Services compensated?**
On its Form ADV (Item 5.E, October 2026), Ralicki Wealth Management & Trust Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Ralicki Wealth Management & Trust Services charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $200 to $400 an hour (consulting service). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Ralicki Wealth Management & Trust Services located?**
Ralicki Wealth Management & Trust Services' principal office is in Stuart, FL, according to its Form ADV.

**Is Ralicki Wealth Management & Trust Services registered with the SEC or a state?**
Ralicki Wealth Management & Trust Services is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 141192.

**How much does Ralicki Wealth Management & Trust Services manage?**
Ralicki Wealth Management & Trust Services reports $128,972,017 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (95% discretionary).

**How have Ralicki Wealth Management & Trust Services' assets and staff changed since 2022?**
In the Form ADV data for Ralicki Wealth Management & Trust Services: Regulatory assets under management: $103,536,617 in the October 2022 data and $128,972,017 in the October 2026 data, up 25%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ralicki Wealth Management & Trust Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (30); other (7).

**Which custodians does Ralicki Wealth Management & Trust Services use?**
Ralicki Wealth Management & Trust Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Brokerage, LLC and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Ralicki Wealth Management & Trust Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141192

**Does Ralicki Wealth Management & Trust Services state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "Our firm does not require minimum fees or certain minimum levels for assets under supervision."

**What changed in Ralicki Wealth Management & Trust Services' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $111,633,329 to $128,972,017 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: None

> Our firm does not require minimum fees or certain minimum levels for assets under supervision.

- Hourly rate: $200 to $400 an hour (consulting service)

> Hourly Fee. On an hourly basis, ranging from $200 to $400 per hour, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Brokerage, LLC
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $128,972,017
- Discretionary: $122,374,650
- Non-discretionary: $6,597,367

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $18,257,628 |
| High net worth individuals | 30 | $96,827,683 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $6,597,367 |
| Corporations or other businesses not listed above | 4 | $2,478,404 |
| Other | 7 | $4,810,935 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ralickiwm.com
- Facebook @RALICKIWM
- LinkedIn @RALICKI-WEALTH-MANAGEMENT-&-TRUST-SERVICES
- X @RALICKIWM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $103,536,617 | 3 | March 24, 2022 |
| October 2023 | $93,663,678 | 4 | March 15, 2023 |
| October 2024 | $107,561,012 | 4 | March 5, 2024 |
| October 2025 | $111,633,329 | 4 | March 6, 2025 |
| October 2026 | $128,972,017 | 3 | March 6, 2026 |

Regulatory assets under management: $103,536,617 in the October 2022 data and $128,972,017 in the October 2026 data, up 25%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $111,633,329 to $128,972,017 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ralicki Wealth Management & Trust Services (CRD 141192): Form ADV filing data as of October 2026.