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PEBBLE VALLEY WEALTH MANAGEMENT

WESTERN SPRINGS, IL · CRD 145664 · IAPD ↗ · 708-246-2366

$129.5MRegulatory AUM
2Advisory reps
3Employees
7Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — PEBBLE VALLEY WEALTH MANAGEMENT (WESTERN SPRINGS, IL) is newly SEC-registered with $129.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.