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Managing Member/chief Compliance Officer · Peck Wealth Management, LLC

Alison B. Peck

CRD 1058026 · Named on Form ADV at one SEC-registered adviser

At a glance

Peck Wealth Management, LLC, an SEC-registered wealth manager with $157 million in regulatory assets, lists Alison B. Peck on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

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Alison’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
1 firmLocked
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.

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