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⚲
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| Peck Wealth Management LLC
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| |
|---|---|
| CRD # | 157407 |
| SEC # | 801-73091 |
| CIK # | |
| AUM | $114.4 MM (2024-01-29) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 914-630-2324 |
| Address | 83 Hillair Circle White Plains, NY 10605 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 6.9 |
| (b) Individuals (high net worth individuals) | 36 | 106.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 110 | 114.4 |
| By Discretionary | ||
| Discretionary | 110 | 114.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 110 | 114.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.7 | |
| United States Persons | 109.8 | |
| Total | 110 | 114.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Compass Financial Group Inc
✚
|
OH | 0.1 |
|
Timmons Wealth Management LLC
✚
|
MA | 0.1 |
|
KULT Wealth Management Group LLC
✚
|
WI | 0.1 |
|
Chapman & Chapman Advisors LLC
✚
|
OH | 0.1 |
|
Wagner Financial LLC
✚
|
OR | 0.1 |
|
Byrne & Company Wealth Management LLC
✚
|
WA | 0.1 |
|
Trinity Capital Management LLC
✚
|
CA | 0.1 |
|
Hudson Heritage Capital Management Inc
✚
|
NY | 0.1 |
|
Capital Endurance Group Inc
✚
|
GA | 0.1 |
|
American Investment Advisors Inc
✚
|
WI | 0.1 |