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- Custodian
- Capital Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-16-2012
- Office Locations
- 1
Office Locations
About Peelle Wealth Management, LLC
Peelle Wealth Management, LLC is an owner-led, fee-based registered investment adviser in California serving retail investors, including entrepreneurs, with comprehensive financial planning and investment advisory services. The firm builds personalized, well-structured, diversified portfolios and supports planning needs such as retirement, tax and estate considerations, insurance, and asset allocation across stocks, bonds, and mutual funds.
Team overview
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Client Personas
Investment Themes
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Owner & Executives
JOHN RANDOLPH PEELLE
Managing Member, Owner
- CRD
- #3085168
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,675,008 | -- |
| Total | $1,675,008 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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