PECK WEALTH MANAGEMENT, LLC
  • PECK WEALTH MANAGEMENT, LLC
  • PHOENIX INVESTORS, LLC
  • PHOENIX INVESTORS LLC

Adviser Profile

As of Date 09/21/2026
Registration SEC, Approved, 02/07/2012
Other registrations (1)
Contact Info 914 xxxxxxx
Websites
AUM* 157,370,960 20%
of that, discretionary 157,370,960 20%
Number of Employees 2
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 2,667,304 144%
% High Net Worth 79.66% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

157M 135M 112M 90M 67M 45M 22M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name LILLING & COMPANY LLP Filing Date07/21/2025 Form ADV-E View Report
Accounting Firm Name PRAGER METIS CPAS Filing Date02/27/2025 Form ADV-E View Report
Accounting Firm Name PRAGER METIS, CPA'S Filing Date11/04/2024 Form ADV-E View Report
Accounting Firm Name PRAGER METIS CPAS Filing Date10/10/2023 Form ADV-E View Report

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