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Peeples Wealth Management
Peeples Wealth Management is an SEC-registered investment adviser with $8 million in regulatory assets under management. The firm has one employee and one...
Peeples Wealth Management
Peeples Wealth Management is an SEC-registered investment adviser with $8 million in regulatory assets under management. The firm has one employee and one investment adviser. It operates from a single office.
General information
Firm type
Bank / Wealth / Trust
Year founded
2010
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Hummelstown
Corporate office
Hummelstown, PA, United States
Frequently asked questions
What services does Peeples Wealth Management offer?
The firm provides financial planning and investment management services, per its regulatory filings. Typical engagements include retirement planning, portfolio construction, and education funding strategies. It serves individuals and families rather than institutions.
Is Peeples Wealth Management a fiduciary?
Based on its registration as an investment adviser, the firm is held to a fiduciary standard when providing ongoing portfolio management. This requires acting in the client's best interest. The specific scope of fiduciary duty is outlined in client agreements and Form ADV filings.
Where does Peeples Wealth Management primarily operate?
The firm operates from Hummelstown, Pennsylvania, a community near Harrisburg. Its client base is concentrated in the central Pennsylvania region. No additional office locations are publicly documented.
What is Peeples Wealth Management's investment approach?
The firm follows a planning-centric approach, aligning investment strategy with individual client circumstances. Portfolios are built from a mix of asset classes selected for each client's risk tolerance and objectives. Third-party managers are used alongside direct investment selections.
Does Peeples Wealth Management manage institutional assets?
Public records indicate the firm serves individual and high-net-worth clients rather than institutional investors. It does not appear to manage pension, endowment, or sovereign capital. The practice is structured for personal financial advisory, not institutional asset management.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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