CRD: 145664
Pebble Valley Wealth Management
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2005
- Office Locations
- 1
Office Locations
About Pebble Valley Wealth Management
Pebble Valley Wealth Management is a fee-only RIA based in Western Springs, IL, serving Chicagoland and clients nationwide virtually. The team provides comprehensive wealth management and one-time planning for professionals and retirees, pairing personalized plans (including tax strategies) with discretionary investment management focused on strategic asset allocation and tax-aware, low-cost fund/ETF implementation. Primary custodians include Schwab and Altruist.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
KIRK ALOIS KREIKEMEIER
Advisor, Chief Compliance Officer, President, TREASURER
- CRD
- #5461862
- Ownership
- 50% but less than 75%
MARGARET MCCARTHY KREIKEMEIER
Principal Advisor, Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ALLISON DITZEL MEERS
Advisor
- CRD
- #5888719
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,482,696 | $289,670 |
| Non-Discretionary | $0 | -- |
| Total | $129,482,696 | $289,670 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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