Investment adviser · CRD 145664
PEBBLE VALLEY WEALTH MANAGEMENT
Investment adviser filing (IA)
PEBBLE VALLEY HOLDINGS, INC
WESTERN SPRINGS, IL, United States · Form ADV filed Apr 27, 2026
- Regulatory AUM
- $129M Form ADV · Item 5.F
- Client accounts
- 447 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 41 | $99,592,066 | 76.9% |
| Individuals | 56 | $27,350,844 | 21.1% |
| Retirement plans | Fewer than 5 | $2,539,786 | 2.0% |
Filing source
Form ADV 2098992 · Apr 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
4365 LAWN AVENUE, SUITE 5WESTERN SPRINGS, IL, 60558, United States
CRD 145664
Filing source
Form ADV 2098992 · Apr 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.