Adam Joseph Edwards
Investment adviser representative at Peb Capital Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$171MFirm 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 assetsHourlyFixed or flat fee
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.
- Peb Capital Management LLCOct 2021 to now
- Wells Fargo Advisors Financial Network, LLCApr 2016 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (OH).
Peb Capital Management LLC
$171MAssets managed
169Clients
3Advisers
5 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
- 4827227
- Firm CRD
- 315241