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Peck Wealth Management, LLC

● SEC registered since 2012CRD 157407SEC# 801-73091
Export (members)
Reg. AUM
$131.3M
Employees
2
Accounts
120
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 $131.3 million in regulatory assets under management and employs 2 people.

Peck Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Alison Bisno Peck ControlManaging Member/Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Peck Wealth Management, LLC manage?

Peck Wealth Management, LLC reports $131.3 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

Phone9146302324
Fax8667962324
Office hoursPeck Wealth Management, Llc
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$131.3M
Non-discretionary$0
Total (RAUM)$131.3M