Fearless Wealth
Firm details
- Headquarters
- ,
- CRD number
- 140128
- Website
- www.peckwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.32%
- Individuals26.94%
- Corporations / Businesses0.37%
- Charitable Organizations0.3%
- Other Investment Advisers0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fearless Wealth operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, charging fees based on a percentage of assets under management. Core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm reports it is not an active ESG investor and does not position itself as a capital allocator, pension consultant, or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
2 of 2Ronald Peck
PrincipalCRD 5307375
Mitra Soriano
Relationship ManagerCRD 8295766
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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