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PECK WEALTH MANAGEMENT, LLC
CRD 157407 · SEC 801-73091
NY, United States
Phone
9146302324
Fax
8667962324
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.4M
Discretionary AUM
$157.4M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $4.2M |
| High net worth individuals | 47 | $152.1M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD