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PEBBLE VALLEY WEALTH MANAGEMENT

PEBBLE VALLEY HOLDINGS, INC

CRD 145664 · SEC 801-136039

Visit website

4365 LAWN AVENUE, SUITE 5, WESTERN SPRINGS, IL, 60558, United States

Phone

708-246-2366

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$129.5M

Discretionary AUM

$129.5M

Team

3 total employees; 2 advisory reps; 7 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals56$27.4M
High net worth individuals41$99.6M

States served

IL, NE, TX

All web addresses on file

Official SEC filing: View on IAPD