# PEELLE WEALTH MANAGEMENT, LLC

PEELLE WEALTH MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 159742
- Type: SEC-registered investment adviser
- Location: 12636 HIGH BLUFF DRIVE, SAN DIEGO, CA, 92130
- Phone: 619-275-5040
- Latest filing: 2026-03-13
- Regulatory AUM: $1.7M
- Non-discretionary AUM: $1.7M
- Clients: 1
- Accounts: 28

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159742/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159742/similar
- Related entities: https://search.stillhousedata.com/firm/159742/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159742

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.