Peck Wealth Management, LLC
● SEC registered since 2012CRD 157407SEC# 801-73091
Reg. AUM
$157.4M
Employees
2
Accounts
59
Location
—
Peck Wealth Management, LLC assets under management
Peck Wealth Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2012. It reports $157.4 million in regulatory assets under management and employs 2 people.
Peck Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alison Bisno Peck Control | Managing Member/Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Peck Wealth Management, LLC manage?
Peck Wealth Management, LLC reports $157.4 million in regulatory assets under management on its Form ADV.
How many employees does Peck Wealth Management, LLC have?
Peck Wealth Management, LLC reports 2 employees.
Does Peck Wealth Management, LLC disclose fund performance?
Peck Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 9146302324 |
| Fax | 8667962324 |
| Office hours | Peck Wealth Management, Llc |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$157.4M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$157.4Mregulatory AUM
Discretionary $157.4M