Peck Wealth Management, LLC

Peck Wealth Management, LLC provides discretionary portfolio management primarily to individual and high‑net‑worth clients and to certain charitable organizations, focusing on publicly traded securities such as stocks, bonds, ETFs, and mutual funds. As of the firm’s latest filing, it reports approximately $157.4 million in assets under management across 58 client accounts and documents client objectives and constraints in individualized Investment Policy Statements.

The firm develops asset-allocation plans and implements ongoing monitoring and rebalancing, typically with written discretionary authority to trade on clients’ behalf. Its investment process blends fundamental analysis with technical/charting and cyclical methods, employs both long‑ and short‑term trading strategies, and supports client-imposed restrictions and coordinated family account management.

Notably, the firm manages all client assets in-house rather than selecting third‑party managers and maintains a relatively small client roster, producing higher assets per client than many peers. Operational details that distinguish the firm include limited custody via fee deduction (and one account where a firm principal serves as co‑trustee subject to an annual independent CPA audit), disclosed receipt of research or services from custodians, and the option for clients to direct brokerage.