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Peapack Private Wealth

EST. AUM
$11,800,000,000

CONTACTS
57

CLIENT ACCOUNTS

Firm Details

Metro area North Jersey
CRD Number 106119
Website peapackprivate.com
Client types

Overview

Peapack Private Wealth Management (PPWM) is the largest bank-owned trust company headquartered in New Jersey, managing and administering $10 billion in client assets. With a team of over 100 professionals based in Bedminster, NJ, and additional offices in Morristown, Princeton, Teaneck, Red Bank, and Summit, NJ, as well as a trust office in Greenville, DE, and a satellite office in Bonita Springs, FL, PPWM offers a wide range of services. The firm specializes in comprehensive investment management, trust and fiduciary services, financial planning, and tax advice for individuals, families, privately-held businesses, family offices, and not-for-profit organizations.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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