Unclaimed Profile

Adam Jonathan Peck

RIVERWATER PARTNERS LLC·MILWAUKEE, Wisconsin

Clean recordRIVERWATER PARTNERS LLC

1433 N. WATER STREET, MILWAUKEE, WI 53202CRD# 3217981Firm CRD# 283540

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Jonathan Peck · MILWAUKEE, WI

Registration

CRD #3217981 · RIVERWATER PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Adam Jonathan Peck is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with RIVERWATER PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Adam

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Adam is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

RIVERWATER PARTNERS LLC

AUM

$872M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RIVERWATER PARTNERS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 3217981

Firm CRD# 283540

View on FINRA BrokerCheck →

Looking for a financial advisor in MILWAUKEE?

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

Browse MILWAUKEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Adam Jonathan Peck offer?

Adam Jonathan Peck specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Adam Jonathan Peck's credentials?

Adam Jonathan Peck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Jonathan Peck located?

Adam Jonathan Peck is based in MILWAUKEE, Wisconsin, working with RIVERWATER PARTNERS LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Adam Jonathan Peck charge for services?

Adam Jonathan Peck's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RIVERWATER PARTNERS LLC?

RIVERWATER PARTNERS LLC has approximately 12 employees and manages $872M 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 →