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| Peck Wealth Management LLC
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|---|---|
| CRD # | 157407 |
| SEC # | 801-73091 |
| CIK # | 0002135125 |
| AUM | 157.4 M (2026-01-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 914-630-2324 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.4 | ||
| Nvidia Corp | 3.2 | ||
| Microsoft Corp | 2.8 | ||
| Amazon Com Inc | 2.4 | ||
| International Business Machines Corp | 2.3 | ||
| Tesla Motors Inc | 1.9 | ||
| MERK Gold Trust | 1.7 | ||
| Alcoa Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 4.2 |
| (b) Individuals (high net worth individuals) | 47 | 152.1 |
| (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 | 1.0 |
| (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 | 59 | 157.4 |
| By Discretionary | ||
| Discretionary | 59 | 157.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 59 | 157.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.8 | |
| United States Persons | 150.6 | |
| Total | 59 | 157.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002135125] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Harold W Dance Inc
✚
|
UT | 158.0 M |
|
Clarus Group LLC
✚
|
NY | 158.0 M |
|
Jack V Butterfield Investment Company
✚
|
MI | 157.6 M |
|
Wisconsin Wealth Advisors LLC
✚
|
WI | 157.6 M |
|
Copia Wealth Management LLC
✚
|
OR | 157.5 M |
|
Delphinus Financial Advisors LLC
✚
|
MA | 157.1 M |
|
Davenport Watts & Drake Investment Advisors LLC
✚
|
MS | 157.1 M |
|
Ppsgrp LLC
✚
|
NY | 157.0 M |
|
Camden Financial Management Inc
✚
|
157.0 M | |
|
Legacy Advisory Services LLC
✚
|
PA | 156.9 M |