P
Peeples Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,767,200
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$776,720
About
Peeples Wealth Management LLC provides ongoing portfolio management and investment advice to individuals, high-net-worth individuals, and business entities. The firm advises across mutual funds, equities, exchange-traded funds (including precious metal ETFs), fixed income, real estate funds/REITs, TIPS and commodities, and documents client objectives and constraints in an Investment Policy Statement.
PWML manages client accounts predominantly on a non-discretionary basis — the brochure reports $7,767,200 in non-discretionary assets under management as of December 2025 and states the firm does not exercise investment discretion or take custody of client accounts. The firm employs a mix of analytical methods (charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis) and a long-term trading orientation, with at least quarterly account reviews and custodian-provided reports to clients.
Distinctive operational features include a small, concentrated client base (approximately ten clients) and a requirement that clients use Schwab Institutional for custody and execution, along with a disclosure that PWML does not aggregate trades across multiple client accounts. PWML also declines proxy-voting authority and relies on custodians to deliver account statements directly to clients, reflecting its non-custodial, client-directed model.
Client services
Portfolio management
Expertise
Active portfolio management
Real estate investing
Concentrated stock management
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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