A complete list of active advisors currently associated with Peeples Wealth Management LLC
Warmer can help you find a great advisor at Peeples Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Peeples Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Hummelstown, PA
| 11
|
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