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Pebble Valley Wealth Management
PEBBLE VALLEY WEALTH MANAGEMENT is an SEC-registered investment adviser in WESTERN SPRINGS, IL, registered since 2026. The firm manages approximately $129...
Overview
PEBBLE VALLEY WEALTH MANAGEMENT is an SEC-registered investment adviser in WESTERN SPRINGS, IL, registered since 2026. The firm manages approximately $129 million in assets. It employs 3 staff and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What is the regulatory structure of Pebble Valley Wealth Management?
Pebble Valley Wealth Management operates as a registered investment advisor (RIA), meaning it is subject to fiduciary standards and must register with either the SEC or state securities regulators. This distinguishes it from unregistered single-family offices that are exempt from the Investment Advisers Act of 1940 (per SEC guidelines).
Does Pebble Valley Wealth Management publicly disclose its clients or family origins?
No public disclosure of client families or wealth origins exists. Unlike many family offices that trace back to a specific industrial fortune, Pebble Valley's client base and founding wealth remain private. This transparency gap is common among multi-family offices that prioritize client confidentiality.
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