$157.4M Total AUM
$157.4M Disc. AUM
-- 3Y CAGR
2 Employees
58 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2011
- Office Locations
- 1
Office Locations
-- White Plains NY
About Peck Wealth Management, LLC
Peck Wealth Management is an SEC-registered RIA in White Plains, NY providing objective, holistic investment management for affluent individuals and families as well as foundations, trusts, and retirement plans. Portfolios are customized and coordinated across family/enterprise relationships, using global equities and fixed income securities and funds with diligent oversight. Custodied at Schwab.
Team overview
-- AVG AGE
$78.7M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
15.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ALISON BISNO PECK
Chief Compliance Officer, Investment Advisor, Managing Member, PRINCIPAL
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,370,960 | $2,667,304 |
| Non-Discretionary | $0 | -- |
| Total | $157,370,960 | $2,667,304 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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