WESTERN SPRINGS, ILCRD 145664Registration Status: ApprovedEffective since April 27, 2026Latest ADV April 27, 2026
Pebble Valley Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Western Springs, IL. Its latest Form ADV filing, dated April 27, 2026, reports $129M in regulatory assets under management, 3 employees, and 447 accounts.
Assets Under Management
$129M
Employees
3
Offices
--
Total Clients
97
Primary office
WESTERN SPRINGS, IL
4365 LAWN AVENUE, SUITE 5, WESTERN SPRINGS, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.7% of total clients.
Top client categories% of clientsClients
1
Individuals
57.7%
56
2
HNWI
42.3%
41
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$129Mas of April 27, 2026
Discretionary100.0%
$129M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$129M
Total Accounts447
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee32:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.