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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 68 clients, or 68 clients per representative. That equates to $24.6K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JOHN RANDOLPH PEELLE
Managing Member, Owner
- CRD
- #3085168
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Peelle Wealth Management, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.