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PEELLE WEALTH MANAGEMENT, LLC
CRD 159742
12636 HIGH BLUFF DRIVE, SUITE 400, SAN DIEGO, CA, 92130, United States
Phone
619-275-5040
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 52 broker-dealer reps
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $668K |
| High net worth individuals | 5 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD