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Traction Wealth Management
Traction Wealth Management, LLC is an SEC-registered investment adviser in San Diego, CA. The firm manages approximately $16 million in regulatory assets.
Traction Wealth Management
Traction Wealth Management, LLC is an SEC-registered investment adviser in San Diego, CA. The firm manages approximately $16 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Diego
Corporate office
Tempe, AZ, United States
Principals
Skyler Peacock
Founder & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Traction Wealth Management?
Skyler Peacock, the firm's founder and CEO, leads all investment decisions. His background in private credit and real estate direct investing shapes the firm's deal sourcing and underwriting. The Tempe-based operation maintains a lean structure with Peacock at the center of all investment activity.
Does Traction Wealth originate its own deals or allocate to external managers?
Traction primarily originates its own deals — structuring private credit, evaluating direct real estate investments, and sourcing private equity opportunities. The firm's posture emphasizes direct participation alongside client families in sourced transactions rather than acting as a fund-of-funds or external-manager allocator. This principal-aligned model reflects Peacock's operating background in lending and asset management.
What geographic regions does Traction Wealth focus on?
Traction Wealth is headquartered in Tempe, Arizona, and its deal flow reflects a domestic Southwest and Mountain West concentration. The firm's direct sourcing model leans on Peacock's regional relationships in private credit and real estate. Broader national exposure through operating-company equity is possible but not publicly detailed.
How is Traction Wealth structured from a regulatory standpoint?
Traction operates with a hybrid regulatory posture. Founder Skyler Peacock holds Series 7 and Series 66 registrations, and the firm's FINRA records indicate capability to serve in both investment advisory and brokerage capacities. This dual-registration structure enables both fee-based wealth management and transactional brokerage services, a less common combination in the pure family office segment.
What investment stages or asset classes does Traction Wealth target?
The firm targets private credit, real estate, and direct private equity. Within credit, Traction structures debt secured by commercial and residential real assets, including bridge loans. Real estate focuses on income-producing properties, and private equity exposure likely targets lower-middle-market opportunities sourced through the founder's network.
Does Traction Wealth manage outside capital or only family assets?
Traction operates as a multi-family office, serving a concentrated group of client families. The firm deploys capital alongside its clients as a principal in directly sourced deals, but does not publish AUM or external capital-raise figures. The model suggests selective, relationship-driven client intake rather than broad asset aggregation.
How does Traction Wealth handle succession or governance?
The firm's governance centers on founder Skyler Peacock, with no published information about a formal succession plan or broader investment committee. The lean structure — typical of a founder-led multi-family office — places key-person risk at the center of the firm's long-term continuity question.
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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