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Member and Chief Investment Officer · Riverwater Partners LLC

Adam J. Peck

CRD 3217981 · Named on Form ADV at one SEC-registered adviser

At a glance

Riverwater Partners LLC, an SEC-registered wealth manager based in Milwaukee, WI with $661 million in regulatory assets, lists Adam J. Peck on its Form ADV as Member and Chief Investment Officer, a control person.

Firms and roles

  • Riverwater Partners LLCMember and Chief Investment OfficerWealth manager · Milwaukee, WI · $661M in regulatory assets

AtlasMembers

Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.