PEBBLE VALLEY WEALTH MANAGEMENT
Firm details
- Headquarters
- WESTERN SPRINGS, Illinois
- CRD number
- 145664
- Registered since
- April 27, 2026
- Website
- www.pvwealthmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.92%
- Individuals21.12%
- Pension & Profit Sharing Plans1.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pebble Valley Wealth Management is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm serves individuals and families, and the practice emphasizes financial planning and discretionary portfolio management for individual and small-business clients. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not market itself as an active ESG investor, is not designated as a multi-state adviser, and does not function as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds37%
- State & Local Bonds1%
- Derivatives1%
- Cash & Cash Equivalents1%
Contacts
3 of 3KIRK KREIKEMEIER
PrincipalCRD 5461862
MARGARET KREIKEMEIER
ShareholderCRD 5461865
ALLISON MEERS
AdvisorCRD 5888719
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTERN SPRINGS, IL
COOK
Location
WESTERN SPRINGS, IL
Headquartered in WESTERN SPRINGS, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 4365 Lawn Ave
- Time zone
- CT (UTC-6)
- Office locations
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