Adam Peck
Riverwater Partners · Milwaukee, Wisconsin
Adam Peck is a fee-only financial advisor at Riverwater Partners in Milwaukee, Wisconsin, who holds the CFA credential. Riverwater Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Riverwater Partners |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $660.9M across 548 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, WI · CRD 3217981 |
| Exams passed | Series 63 (2007) · Series 65 (2007) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.riverwaterpartners.com |
| Profile |
How Adam's firm compares
- Riverwater Partners's average account is about $1.2 million, from its Form ADV (assets managed divided by 548 accounts).
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Questions about Adam
Is Adam Peck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Riverwater Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Riverwater Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Adam Peck based?
Adam Peck is based in Milwaukee, Wisconsin.
What credentials does Adam Peck hold?
Adam Peck holds the CFA credential.
Is Adam Peck registered with the SEC?
Yes. Adam Peck is registered as an investment adviser representative in TX and WI (CRD 3217981), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Riverwater Partners manage?
Riverwater Partners reports $660.9M across 548 accounts in assets under management.
How do I contact Adam Peck?
Through Adam's website, www.riverwaterpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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