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PELTOMA CAPITAL PARTNERS

PELTOMA CAPITAL PARTNERS, LLC

CRD 325138 · SEC 801-132242

Visit website

CA, United States

Phone

937-416-5966

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$168.9M

Discretionary AUM

$168.9M

Team

3 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals25$12.6M
High net worth individuals48$156.3M

States served

CA, MT, NC, OR, VA, TX

All web addresses on file

Official SEC filing: View on IAPD