Peter Dominic Recchia
Investment adviser representative at 4wealth Advisors, Inc.
14 yearsExperience
3 statesRegistered in
$275.3MFirm assets
8 yearsFirm in business
Are you Peter Dominic Recchia? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- 4wealth Financial Group, LLCDec 2012 to now
- 4wealth Advisors, Inc.Apr 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 3 states (IL, LA, TX).
4wealth Advisors, Inc.
$275.3MAssets managed
567Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2908442
- Firm CRD
- 129727