RIA Intel›Advisers›Washington›PECK WEALTH MANAGEMENT, LLC

PECK WEALTH MANAGEMENT, LLC

Advisory

Data as of Jul 2, 2026 · Source: SEC Form ADV

Rank in WA

#420

of 505 advisers by AUM

Average account

$1M

across 64 accounts

AUM per adviser

$81M

1 adviser

Source: SEC Form ADV. Figures as filed Jul 2, 2026.

Total AUM

$81M

Discretionary %

100%

Clients

64

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$81M

Discretionary AUM$81M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients64

Team

Total Employees3

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

64 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

HS & CO INVESTMENTS INC

EVERETT, WA

$81M

-5.8% 1Y

PACIFIC HORIZON INVESTMENT MANAGEMENT LLC

SEATTLE, WA

$81M

TENERE LLC

$82M

PACIFIC CREST FINANCIAL ADVISORS, LLC

EVERETT, WA

$80M

WATERFRONT FINANCIAL MANAGEMENT LLC

SILVERDALE, WA

$80M

PROMENADE WEALTH LLC

$80M

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