Pebble Valley Wealth Management: new SEC registration, $129M AUM, Western Springs, IL
Pebble Valley Wealth Management (Western Springs, Illinois): new SEC registration, $129M AUM, Western Springs, IL. Its amount of 129 is below the median of 134 (47th percentile). Dated 192 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 129 · 47th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 56 related IL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Pebble Valley Wealth Management |
| Legal name | Pebble Valley Holdings, INC |
| CRD | 145664 |
| Status | Approved |
| Registered with the SEC | 2026-04-27 |
| Latest Form ADV filing | 2026-04-27 |
| Location | Western Springs, IL, United States |
| Regulatory AUM | $129,482,696 |
| Accounts | 447 |
| Employees | 3 |
| Website | HTTPS://X.COM/KIRKPVWM |
| amount percentile | 47th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (57 IL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IL first): Old Mission Asset Management LLC · Invision Management, INC. · Cohen Capital · Intentgen Financial Partners · Bulletproof Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Pebble Valley Wealth Management and 57 Illinois peers
- Illinois NewRiaPulse records like this one: 57
- Pebble Valley Wealth Management's amount: 47th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Illinois peer: $11,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $129M under management.
- Website on file.
What is the NewRiaPulse record for Pebble Valley Wealth Management in Western Springs, Illinois?
Pebble Valley Wealth Management received SEC registration as an investment adviser (2026-04-27) with $129,482,696 in regulatory assets under management, based in Western Springs, IL.
How does Pebble Valley Wealth Management compare to other Illinois NewRiaPulse records?
Its amount of 129 is below the median (47th percentile); smaller records often move faster and face less competition. It is 192 days old; check the official source for later updates before acting.
Pebble Valley Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Pebble Valley Wealth Management | Western Springs, IL | 129 | 47th | 2026-04-27 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.