David Ralicki
Ralicki Wealth Management & Trust Services · Stuart, Florida
David Ralicki is a fee-only financial advisor at Ralicki Wealth Management & Trust Services in Stuart, Florida. Ralicki Wealth Management & Trust Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Ralicki Wealth Management & Trust Services |
|---|---|
| Based in | Stuart, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $129.0M across 253 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2997949 |
| Exams passed | Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ralickiwm.com |
| Profile |
How David's firm compares
- Ralicki Wealth Management & Trust Services's average account is about $510,000, from its Form ADV (assets managed divided by 253 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Ralicki a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Ralicki Wealth Management & Trust Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Ralicki Wealth Management & Trust Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Ralicki based?
David Ralicki is based in Stuart, Florida.
Is David Ralicki registered with the SEC?
Yes. David Ralicki is registered as an investment adviser representative in FL (CRD 2997949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ralicki Wealth Management & Trust Services manage?
Ralicki Wealth Management & Trust Services reports $129.0M across 253 accounts in assets under management.
How do I contact David Ralicki?
Through David's website, www.ralickiwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.