# Ralicki Wealth Management & Trust Services

Ralicki Wealth Management & Trust Services is a Bank / Wealth / Trust based in Stuart, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Stuart, United States
- **Region:** North America
- **Address:** 1235 SE Indian Street, Suite 102, Stuart, FL 34997
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** ralickiwm.com
- **LinkedIn:** https://www.linkedin.com/company/ralicki-wealth-management-&-trust-services

## Regulatory record

- **CRD number:** 141192
- **SEC file number:** 801-124724
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-06T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141192

## About

David A. Ralicki founded the firm in 2006 to provide investment supervisory and financial planning services from a single office on the Treasure Coast. He operates alongside Alex Ralicki and Nick Christensen, both CPAs, forming a three-person team focused on retail high-net-worth clients, individual investors, and pension plans. The firm's footprint remains concentrated in South Florida. Ralicki's service model layers investment management across a tax-efficient framework built on asset allocation, retirement planning, and insurance analysis. The firm does not publicly disclose an asset-class mandate, but its website emphasizes a broad mix spanning equities, fixed income, and insurance-linked products selected to match individual financial profiles. Services also extend to charitable-giving strategies, underscoring a planning-first approach common among CPA-led advisory practices. The firm operates from a single location at 1235 SE Indian Street in Stuart, with no disclosed satellite offices. Its team of three includes two CPAs and one MSA, a lean structure typical of a lifestyle RIA. Ralicki's structural differentiator lies in its integration of CPA-led tax planning with investment advisory — a license combination that allows the firm to advise on the after-tax outcomes of portfolio decisions in-house. This professional-service architecture, led by a multi-generational family team, creates a governance model where client assets are advised by the same small group that prepares the tax filings, a level of integration unusual for RIAs of this scale.

## People

- David A. Ralicki — CPA/PFS
- Alex Ralicki — MSA
- Nick Christensen — CPA

## Questions

### Who runs investment decisions at Ralicki Wealth Management & Trust Services?

David A. Ralicki, a CPA and Personal Financial Specialist, leads the firm alongside Alex Ralicki, MSA, and Nick Christensen, CPA. The team is compact and family-integrated, with no separate CIO or investment committee disclosed publicly.

### What types of clients does Ralicki Wealth Management serve?

Based on its own disclosures, the firm advises high-net-worth individuals, individual retail clients, and pension plans. It does not publicize institutional separate accounts, endowments, or foundations.

### What is Ralicki Wealth Management's known posture on co-investments alongside external GPs?

Co-investment activity is not a public component of its offering. The firm's materials center on financial planning, advice-driven asset allocation, and insurance, rather than participation in private-capital placements or GP-led syndicates.

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Last updated: 2026-08-11T02:43:31.692Z

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