Walled Lake Planning & Wealth Management, Llc

Entity
Company
Business address
560 Green Bay Rd, Suite 301, 60093 Winnetka, IL
Phone
971-371-3450
State of incorporation
IL
Fiscal year end
December 31
Signature 13F
Howard Klieger - Chief Executiv Offier
All SEC filings
View on sec.gov
Walled Lake Planning & Wealth Management, Llc has filed 25 SEC EDGAR filings since 5/15/2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 27, 2025 Jun 30, 2025 028-20278
13F-HR Open Document Open Filing Aug 12, 2025 Jun 30, 2025 028-20278
13F-HR Open Document Open Filing May 8, 2025 Mar 31, 2025 028-20278
13F-HR Open Document Open Filing Feb 12, 2025 Dec 31, 2024 028-20278
13F-HR Open Document Open Filing Nov 14, 2024 Sep 30, 2024 028-20278
N-PX Open Document Open Filing Aug 27, 2024 Jun 30, 2024 028-20278
13F-HR Open Document Open Filing Aug 12, 2024 Jun 30, 2024 028-20278
13F-HR Open Document Open Filing May 14, 2024 Mar 31, 2024 028-20278
13F-HR Open Document Open Filing Feb 13, 2024 Dec 31, 2023 028-20278
13F-HR Open Document Open Filing Nov 14, 2023 Sep 30, 2023 028-20278
13F-HR Open Document Open Filing Aug 11, 2023 Jun 30, 2023 028-20278
13F-HR Open Document Open Filing May 12, 2023 Mar 31, 2023 028-20278
13F-HR Open Document Open Filing Feb 14, 2023 Dec 31, 2022 028-20278
13F-HR Open Document Open Filing Nov 1, 2022 Sep 30, 2022 028-20278
13F-HR Open Document Open Filing Aug 9, 2022 Jun 30, 2022 028-20278
13F-HR Open Document Open Filing May 13, 2022 Mar 31, 2022 028-20278
13F-HR Open Document Open Filing Feb 10, 2022 Dec 31, 2021 028-20278
13F-HR Open Document Open Filing Nov 15, 2021 Sep 30, 2021 028-20278
13F-HR Open Document Open Filing Aug 16, 2021 Jun 30, 2021 028-20278
13F-HR Open Document Open Filing May 17, 2021 Mar 31, 2021 028-20278
13F-HR Open Document Open Filing Feb 19, 2021 Dec 31, 2020 028-20278
13F-HR Open Document Open Filing Nov 13, 2020 Sep 30, 2020 028-20278
13F-HR Open Document Open Filing Aug 18, 2020 Jun 30, 2020 028-20278
13F-HR Open Document Open Filing May 15, 2020 Mar 31, 2020 028-20278
13F-HR Open Document Open Filing May 15, 2020 Dec 31, 2019 028-20278