Pebble Valley Wealth Management
Pebble Valley Wealth Management is an SEC-registered wealth manager with $129.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Pebble Valley Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145664, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $129.5M (2026-04-27)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 97
- CRD
- 145664
- Ownership
- KREIKEMEIER, MARGARET, MCCARTHY; KREIKEMEIER, KIRK, A.; KREIKEMEIER, MARGARET, M; KREIKEMEIER, KIRK, ALOIS
How much AUM does Pebble Valley Wealth Management have?
Pebble Valley Wealth Management reported $129.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Pebble Valley Wealth Management?
Disclosed owners and executives of Pebble Valley Wealth Management include KREIKEMEIER, MARGARET, MCCARTHY, KREIKEMEIER, KIRK, A., KREIKEMEIER, MARGARET, M, KREIKEMEIER, KIRK, ALOIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.