P
Peeples Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,767,200
Clients
10
0% high-net-worth
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
10
LowAverage account size
$776,720
About
Peeples Wealth Management LLC provides ongoing portfolio management to individuals, high‑net‑worth individuals, and business entities, documenting client objectives and constraints in an Investment Policy Statement and performing regular portfolio monitoring. Advice is concentrated in mutual funds, equities, exchange‑traded funds (including precious metal ETFs), fixed income (including TIPS), real estate funds/REITs and commodities.
The firm applies a mix of analytical methods — including fundamental, quantitative, technical, charting, cyclical analysis and modern portfolio theory — and uses a long‑term trading approach tailored to each client’s documented risk tolerance and time horizon. PWML operates on a non‑discretionary basis and does not exercise trading discretion over client accounts; asset‑based advisory fees are taken from custodial accounts with client authorization.
Distinctive for a single‑advisor independent firm, nearly all of PWML’s assets under management (roughly $7.8 million) are managed non‑discretionarily, which is uncommon among peers. The firm requires clients to custody accounts at Schwab Institutional, does not aggregate trades for block execution, and may receive institutional research and other services from the custodian — arrangements that can affect execution and potential soft‑dollar benefits.
Client services
Portfolio management
Expertise
Passive / index investing
General retirement planning
Fee options
1.49% annually
Main office location
Peeples Wealth Management LLC
Hummelstown PA, United States
Number of offices
1
Most active in
Peeples Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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:
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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.
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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.
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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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