Peelle Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,675,008
Clients
16
31% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
TypicalAverage account size
$104,688
About
Peelle Wealth Management provides investment management to individuals, trusts, estates, charitable organizations and business entities, and also offers advisory services for retirement plans. The firm operates as a fee-based, non-custodial investment adviser and commonly charges percentage-of-assets fees while coordinating with custodians and third‑party money managers.
The firm delivers primarily non-discretionary asset management, obtaining prior client approval before executing transactions and conducting account reviews at least quarterly; security analysis may include fundamental, technical and cyclical methods. For qualified retirement plans it typically serves as a limited‑scope ERISA 3(21) advisor, assisting with investment policy development, monitoring plan options and participant education while leaving final plan decisions to the sponsor.
Noteworthy aspects include an affiliated insurance practice through which the managing member may offer insurance products and receive commissions, a relationship disclosed in the brochure and managed through conflict‑of‑interest procedures and fiduciary duties. The firm also receives referral and platform fees from third‑party managers (including AssetMark and Morningstar/MIS) and, despite modest directly managed non‑discretionary AUM, reports having placed a substantially larger pool of client assets with third‑party money managers.
Client services
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Fee options
Initial consulting fee up to 1% of assets for accounts of $2,000 or more (may be waived)
1% annually
Account minimum: $500,000
Main office location
Peelle Wealth Management, LLC
12636 High Bluff Drive, Suite 400
San Diego CA 92130, United States
Number of offices
1
Most active in
Peelle Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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