PEELLE WEALTH MANAGEMENT, LLC

Overview

Peelle Wealth Management, LLC is a small, owner-operated advisory firm organized as a limited liability company that focuses on serving individual and family clients. The firm’s advisory activities center on portfolio management for individuals and small businesses and on selecting third‑party advisers, which positions it more as a capital allocator and manager of outside manager relationships than as a large in‑house multi‑strategy shop. Fee arrangements are a percentage of assets under management with other fee structures also used. The firm does not identify as an active ESG investor and is not set up as a multi‑state adviser. The business has an insurance company affiliation, and that relationship appears to inform the firm’s use of insurance‑based products such as annuities. Given its small scale and emphasis on outsourcing manager selection, the firm likely prioritizes scalable, packaged investment vehicles (mutual funds, third‑party funds, annuities) and selectively allocates to alternatives through external managers rather than running large proprietary alternative strategies in‑house.

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Public Holdings

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Location & Offices