Overview
Assets Under Management: $131 million
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Frequently Asked Questions
PECK WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157407), PECK WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PECK WEALTH MANAGEMENT, LLC serves 48 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, PECK WEALTH MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
PECK WEALTH MANAGEMENT, LLC manages $131 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, PECK WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.40
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 120
Discretionary Accounts: 120
Regulatory Filings
CRD Number: 157407
Last Filing Date: 2025-02-12 00:00:00
Website: https://peckwealth.com