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Wallick Wealth Management
WALLICK WEALTH MANAGEMENT is a state-registered investment adviser in PERKASIE, PA. The firm manages approximately $19 million in regulatory assets.
Overview
WALLICK WEALTH MANAGEMENT is a state-registered investment adviser in PERKASIE, PA. The firm manages approximately $19 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Perkasie
Corporate office
Seattle, WA, United States
Sector focus
Frequently asked questions
How does Wallick Wealth Management source investment opportunities?
The firm sources opportunities through a network of regional brokers, developers, and private company operators, concentrating on off-market or lightly marketed transactions. Its deal flow is concentrated in commercial and multifamily real estate, as well as private credit opportunities that require bespoke structuring. This origination model relies on the firm's local market knowledge and long-standing relationships in the Pacific Northwest.
Does Wallick Wealth Management invest in commingled funds or only direct deals?
The firm focuses exclusively on direct deals, presenting individual real estate acquisitions and private credit opportunities to its client families. It does not appear to market or manage any commingled fund vehicles. This direct model is central to the firm's value proposition of offering control and transparency.
What is Wallick Wealth Management's known posture on co-investments alongside external GPs?
Wallick Wealth Management acts as a deal sponsor itself, sourcing and structuring investments directly for its client families, rather than co-investing alongside external general partners in their funds. The firm's role is to originate and present opportunities, with its families providing the equity or debt capital. There is no public record of it participating as a passive co-investor in other managers' deals.
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