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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- TimberFocus
- Established Date
- 07-11-2007
- Office Locations
- 1
Office Locations
About Fearless Wealth
Fearless Wealth (trade name of Peck Wealth Management, LLC) is a WA- and CA-registered RIA focused on retirement planning and managed portfolios for discerning professionals and retiring investors. The firm emphasizes a math- and probability-driven, educational planning process and retirement income portfolios that adapt across market conditions. It states it does not sell products or take commissions, and it primarily implements portfolios with ETFs, including through Schwab-custodied accounts.
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Owner & Executives
RONALD C PECK II
Founder, Principal
- CRD
- #5307375
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,231,707 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,231,707 | -- |
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Separately Managed Accounts
Total SMA Asset: $81,231,707
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $202,991,767 | 40.2% |
| Cash | $301,962,878 | 59.8% |
| Total | $504,954,645 | 100.0% |