Adam Jonathan Peck
Investment adviser representative at Riverwater Partners LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$660.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Riverwater Partners, LLCApr 2016 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Riverwater Partners LLC
$660.9MAssets managed
185Clients
6Advisers
6 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
- 3217981
- Firm CRD
- 283540