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- Custodian
- Altruist · Interactive Brokers · Principal · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Delta signalPioneer
- Established Date
- 06-01-2000
- Office Locations
- 2
Office Locations
About Philadelphia Investment Partners, LLC
PIP Wealth (Philadelphia Investment Partners, LLC) is a New Jersey-based, fee-only advisory firm providing investment management and comprehensive financial planning. The team builds tailored, research-driven portfolios—often implemented with ETFs—and proactively adjusts plans as markets and life change. They focus on helping clients navigate retirement, business sales, and other major transitions with clear, jargon-free guidance.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER CHRISTOPHER ZEULI
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operations Officer, Partner
- CRD
- #2270832
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SHANNON LEIGH MCCUE
Financial Advisor, General Partner
- CRD
- #5910807
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,593,351 | $501,745 |
| Non-Discretionary | $5,380,299 | $1,793,433 |
| Total | $175,973,650 | $513,043 |
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Separately Managed Accounts
Total SMA Asset: $175,973,650
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $718,480,426 | 13.3% |
| Cash | $772,501,511 | 14.3% |
| U.S. Government/Agency | $869,739,463 | 16.1% |
| Other | $1,555,807,238 | 28.8% |
| Derivatives | $1,485,579,828 | 27.5% |
| Total | $5,402,108,466 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE FRONTIER ALPHA | NORTH VALUE | CYH5VIG14 | HNN | 10.37% | $14,137,286 |
| VALUE OPTIMA | NORTH CATALYST | 8EIBN7FP7 | FCIDQ | 1.24% | $36,255,216 |
| BEACON LEGACY BRIDGE | OAK MATRIX | 8DIK1CGMW | LJIFF | 5.04% | $93,487,291 |
| EMBER BRIDGE ATLAS | GLACIER PATHWAY | 2N2NOVGUY | EPUH | 12.00% | $3,314,367 |
| LEGACY GLACIER | CAPITAL BEACON | XRAQ3KZYR | WJWQ | 7.11% | $99,085,858 |
| VECTOR OPTIMA | BEACON VALUE | FWL88HH61 | LRM | 12.13% | $110,745,773 |
| PIONEER CREST | PIONEER PEAK | 2EZQG0PK1 | OONCI | 1.15% | $116,148,757 |
| GLACIER ELEMENT | GLACIER SUMMIT | SD8HWBM80 | AMAQ | 12.60% | $93,696,956 |