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Building 2PECK WEALTH MANAGEMENT, LLC

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Phone9146302324
NotebookSEC #801-73091
Total AUM
$157.4M
Employees
2
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
PECK WEALTH MANAGEMENT, LLC
Monday - Friday
Phone
9146302324

ReceiptFinancials

Total AUM
$157.4M
Accounts
59
Discretionary
$157.4M
Accounts
59
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$4.2M
HNW Individual Clients
47
AUM
$152.1M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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