AdvisorOS Directory
Claim Profile
MW

Melanie Rae Wenk

PEF ADVISORY PARTNERS, LLC·IRVINE, California
Unclaimed Profile
17782 SKY PARK CIRCLE, IRVINE, CA 92614CRD# 6244000Firm CRD# 300968
01

About

Melanie Rae Wenk is a registered financial advisor based in IRVINE, California, affiliated with PEF ADVISORY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PRESERVATION EQUITY FUND ADVISORS, LLC
PRESERVATION EQUITY FUND ADVISORS, LLC
AUM
$392M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at PRESERVATION EQUITY FUND ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6244000
Firm CRD# 300968
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in IRVINE?

Browse all registered financial advisors in IRVINE, California or claim this profile if it's yours.

Browse IRVINE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Melanie Rae Wenk offer?
Melanie Rae Wenk specializes in Retirement Planning. Contact their office in IRVINE, California for a consultation.
What are Melanie Rae Wenk's credentials?
Melanie Rae Wenk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melanie Rae Wenk located?
Melanie Rae Wenk is based in IRVINE, California, working with PEF ADVISORY PARTNERS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Melanie Rae Wenk charge for services?
Melanie Rae Wenk's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEF ADVISORY PARTNERS, LLC?
PEF ADVISORY PARTNERS, LLC has approximately 13 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PEF ADVISORY PARTNERS, LLC

Camille Marie Longino
IRVINE, CA
Jennifer Elder Cooper
IRVINE, CA
Jr. Wilfred Cooper
IRVINE, CA
Ann Elizabeth Caruana
IRVINE, CA
Edward Joseph Campbell
IRVINE, CA

More Advisors in IRVINE, California

Douglas Alan Igel
PRECEPT ADVISORY GROUP LLC·IRVINE, CA
Susi Michele Silverman
CAPITAL BANK AND TRUST COMPANY·IRVINE, CA
Gary Leroy Kaltenbach
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC·IRVINE, CA
Chihwei Nmn Huang
ATIF, INC.·IRVINE, CA
Aaron Giroux
LIFEROC, LLC·IRVINE, CA
Arthur Young Cooper
COOPER FINANCIAL GROUP·IRVINE, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile