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Pebble Valley Wealth Management
Filed as PEBBLE VALLEY WEALTH MANAGEMENT · Legal name Pebble Valley Holdings, Inc
Pebble Valley Wealth Management is an SEC-registered investment advisory firm in Western Springs, IL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.
Quick answers
From the filingHow is Pebble Valley Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Pebble Valley Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Pebble Valley Wealth Management charge?
Its Form ADV Part 2A brochure dated April 27, 2026 states: Flat fee: $4,100 to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Pebble Valley Wealth Management located?
Pebble Valley Wealth Management's principal office is in Western Springs, IL, according to its Form ADV.
Is Pebble Valley Wealth Management registered with the SEC or a state?
Pebble Valley Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 145664.
How much does Pebble Valley Wealth Management manage?
Pebble Valley Wealth Management reports $129,482,696 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).
What types of clients does Pebble Valley Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); high net worth individuals (41).
Which custodians does Pebble Valley Wealth Management use?
Pebble Valley Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Pebble Valley Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145664
What changed in Pebble Valley Wealth Management's recent Form ADV filings?
In the May 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Flat fee: $4,100 to $10,000 (financial planning services)
The brochure's wording
PVWM offers financial planning services for a fixed engagement fee ranging from $4,100 to $10,000 per engagement based on total net worth and complexity of the Client.
As stated in the firm's Form ADV Part 2A brochure dated April 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$129,482,696 as of October 2026, filing dated April 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Pebble Valley Holdings, Inc
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Pebble Valley Wealth Management (CRD 145664): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/pebble-valley-wealth-management-western-springs-il-145664