# Peeples Wealth Management

Peeples Wealth Management is a Bank / Wealth / Trust based in Hummelstown, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Hummelstown, United States
- **Region:** North America
- **Address:** Hummelstown, PA, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** peepleswealthmanagement.com
- **LinkedIn:** linkedin.com/company/peeples

## Regulatory record

- **CRD number:** 317917
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-06T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317917

## About

Peeples Wealth Management is a state-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.

## 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.

## Related profiles

- [Pearson Group Pension Plan](https://altss.com/profile/pearson-group)
- [Pegasus Group](https://altss.com/profile/pegasus-group)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/peeples-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology