RALICKI WEALTH MANAGEMENT & TRUST SERVICES

Legal name: RALICKI & COMPANY, P.A.

CRD 141192File 801-124724

APPROVED

Retail clients

Custody

Filing as of Mar 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$129.0M

Bottom 25% of cohort (national)

Discretionary AUM

$122.4M

Non-discretionary $6.6M

Clients

106

253 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Apr 25, 2022
Principal office: 1235 SE INDIAN STREET, SUITE 102, STUART, FL, 34997
Phone: 772-221-4508
Website: HTTPS://WWW.FACEBOOK.COM/RALICKIWM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $129.0M
Discretionary AUM: $122.4M
Non-discretionary AUM: $6.6M
Discretionary accounts: 249
Non-discretionary accounts: 4
Total accounts: 253
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.5M
High net worth individuals	30	$96.8M
Pension and profit sharing plans	Fewer than 5	$6.6M
Individuals (other than high net worth individuals)	68	$18.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	113	106
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.