Peelle Wealth Management, LLC
Peelle Wealth Management, LLC (CRD# 159742) is a financial advisory firm headquartered in San Diego, CA. They manage $1,580,793 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts30ACCOUNTS
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Average Account Value$52,693
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Peelle Wealth Management, LLC
1
John Peelle (CRD# 3085168) is an Investment Advisor Representative working at Peelle Wealth Management, LLC in San Diego, CA and has over 25 years of experience in the finance industry.
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