FELTON & PEEL WEALTH MANAGEMENT, INC.

Overview

Felton & Peel Wealth Management, Inc. is a small independent registered investment adviser that focuses on individualized planning and portfolio management for individuals and families. The firm operates as a capital allocator: it constructs portfolios using public mutual funds and ETFs as the backbone while also allocating client capital to third‑party alternative managers when appropriate. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational workshops; the firm also engages in insurance and other financial product sales, which feeds into its use of annuities and insurance-based solutions where they fit a client's needs. Investment selection appears to favor pooled public funds rather than large direct equity sleeves — public funds account for the vast majority of assets. The firm identifies itself as an active ESG investor, which suggests sustainability screens or ESG‑focused funds are considered in manager selection and portfolio construction. As a private, individually owned RIA, Felton & Peel positions itself to deliver personalized fee structures — combining AUM fees with hourly and fixed fee engagements — and to introduce alternative investment allocations selectively for clients who meet suitability and liquidity criteria.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices