RIA Intel›Advisers›Missouri›PEOPLES SAVINGS WEALTH MANAGEMENT LLC

PEOPLES SAVINGS WEALTH MANAGEMENT LLC

Advisory

HERMANN, MO

Data as of Mar 3, 2026 · Source: SEC Form ADV

Average account

$88K

across 3 accounts

AUM per adviser

$265K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$265K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$265K

Discretionary AUM$265K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

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

3 clients

1 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 MO

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

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$500K

SIMPLESAVE, LLC

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