PECK Wealth Management, LLC
SEC RegisteredInvestment Management
About the firm
Peck Wealth Management, LLC is a Registered Investment Advisor with the Securities and Exchange Commission. We manage investments for wealthy individuals, families, foundations, trusts and retirement funds. We strive to be the optimal firm for those who desire objective, holistic investment management and advice without proprietary influence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized account management coordinated across an entire family or enterprise relationship, with accounts managed separately reflecting the specific objective of each client. Portfolio holdings span the full range of global equity and fixed income publicly traded securities and funds.
Who they serve
Wealthy individuals, families, foundations, trusts and retirement funds
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $4.2M |
| High Net Worth Individuals | 47 | $152M |
Leadership
Office locations
Regulatory & compliance
Data as of January 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PECK Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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