P
Peach Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Peach Wealth Management provides financial planning and discretionary investment management to individuals and families, including services such as retirement planning, cash flow analysis, and estate planning coordination. The firm generally requires no minimum account size and, per its brochure, reported $0 in client assets as of December 31, 2025.
The firm combines fundamental and technical analysis to construct portfolios primarily from ETFs, mutual funds, equities, and fixed income, and it manages client accounts on a discretionary basis in line with each client’s objectives and risk tolerance. Accounts are monitored with at least annual reviews, the firm may permit concentrated holdings for tax or legacy reasons, and advisory fees are charged as an annual asset-based fee that is non‑negotiable and deducted from the client’s custodian account.
Peach Wealth Management is a newly formed adviser operating with a single registered investment professional and no disciplinary history disclosed, which distinguishes it from more established managers. The brochure also highlights an openness to recommending publicly traded ETFs that provide exposure to digital-asset–related companies while excluding direct cryptocurrency or privately offered alternative investments, and the firm does not vote client proxies (clients retain voting responsibility).
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Wealth management
Fee options
$0+: 0.65% annually (under age 50) $0+: 0.6% annually (age 50-59) $0+: 0.55% annually (age 60-69) $0+: 0.5% annually (age 70 and over)
Main office location
Peach Wealth Management
Arlington TX, United States
Number of offices
1
Most active in
Peach Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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