PEZZI WEALTH MANAGEMENT LLC

PEZZI WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 338782).

Registration

• CRD: 338782
• Type: Registered investment adviser
• Phone: (442) 416-8765
• Latest filing: 2026-04-15
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: Individuals, 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 338782 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search