RIA Intel›Advisers›California›PEELLE WEALTH MANAGEMENT, LLC

PEELLE WEALTH MANAGEMENT, LLC

Advisory

SAN DIEGO, CA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in CA

#5,196

of 5,480 advisers by AUM

Average account

$60K

across 28 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$0

Non-Discretionary AUM$2M

Discretionary %0%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

See plansIncluded with the Intelligence plan

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

16 clients

5 high-net-worth

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

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

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INSIGHT ADVISORS, LLC

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