PEELLE WEALTH MANAGEMENT, LLC

PEELLE WEALTH MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 159742). Regulatory assets under management: $1.7M.

Registration

• CRD: 159742
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159742 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search