Peelle Wealth Management, LLC

Peelle Wealth Management provides investment management to individuals, trusts, estates, charitable organizations and business entities, and also offers advisory services for retirement plans. The firm operates as a fee-based, non-custodial investment adviser and commonly charges percentage-of-assets fees while coordinating with custodians and third‑party money managers.

The firm delivers primarily non-discretionary asset management, obtaining prior client approval before executing transactions and conducting account reviews at least quarterly; security analysis may include fundamental, technical and cyclical methods. For qualified retirement plans it typically serves as a limited‑scope ERISA 3(21) advisor, assisting with investment policy development, monitoring plan options and participant education while leaving final plan decisions to the sponsor.

Noteworthy aspects include an affiliated insurance practice through which the managing member may offer insurance products and receive commissions, a relationship disclosed in the brochure and managed through conflict‑of‑interest procedures and fiduciary duties. The firm also receives referral and platform fees from third‑party managers (including AssetMark and Morningstar/MIS) and, despite modest directly managed non‑discretionary AUM, reports having placed a substantially larger pool of client assets with third‑party money managers.