Peeples Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 317917
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Peeples Wealth Management LLC is a small, owner-operated LLC that provides fee-based portfolio management to individual and family clients and small businesses. The firm charges a percentage-of-AUM fee and focuses on direct advisory relationships rather than offering pension consulting, multi-state advisory services, or ESG-focused mandates. Advisory activity is reported as portfolio management for individuals and small businesses, and the business is organized around a single individual owner.
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 Equities66%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1William Peeples
Managing Member And Chief Compliance OfficerCRD 6438350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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