Kristopher Wallick
Wallick Wealth Management · Perkasie, Pennsylvania
Kristopher Wallick is a fee-only financial advisor at Wallick Wealth Management in Perkasie, Pennsylvania. Kristopher focuses on tax planning, retirement planning and family wealth transfer. Wallick Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
- Founders
Facts
| Firm | Wallick Wealth Management |
|---|---|
| Based in | Perkasie, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $18.7M across 58 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5554989 |
| Exams passed | Series 63 (2008) · Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wallickwealth.com |
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Questions about Kristopher
Is Kristopher Wallick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristopher holds no broker registration, and Wallick Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristopher charge for financial advice?
Kristopher's firm, Wallick Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Kristopher Wallick based?
Kristopher Wallick is based in Perkasie, Pennsylvania.
What does Kristopher specialize in?
Kristopher's specialties include tax planning, retirement planning, family wealth transfer and sustainable & impact investing. Kristopher works with high earners, executives and founders.
Is Kristopher Wallick registered with the SEC?
Yes. Kristopher Wallick is registered as an investment adviser representative in PA (CRD 5554989), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wallick Wealth Management manage?
Wallick Wealth Management reports $18.7M across 58 accounts in assets under management.
How do I contact Kristopher Wallick?
Through Kristopher's website, www.wallickwealth.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
- Wallick Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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