PG
Peter L. Gerlach-mack
AXIOM VALUE WEALTH MANAGEMENT LLC
ROCKVILLE, MD 20850
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CRD#: 7946909
PG
Professional summary
Peter Leal Gerlach-mack, who also goes by Peter Gerlach-mack, is a registered financial advisor currently at AXIOM VALUE WEALTH MANAGEMENT LLC located in Rockville, Maryland.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Peter has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Peter Gerlach-Mack
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Peter Leal Gerlach-Mack is an independent licensed insurance agent with Axiom Value LLC. This activity creates a conflict of interest since there is an incentive to recommend insurance or investment products based on commissions or other benefits received, rather than on the client's needs. Additionally, the offer and sale of insurance products by supervised persons of Axiom Value Wealth Management LLC are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. Axiom Value Wealth Management LLC addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent. Axiom Value Wealth Management LLC periodically reviews recommendations by its supervised persons to assess whether they are based on an objective evaluation of each client's risk profile and investment objectives rather than on the receipt of any commissions or other benefits. Axiom Value Wealth Management LLC will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will there be tying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon the selection of a second, distinctive tied product or service). No client is ever under any obligation to purchase any insurance product. Insurance products recommended by Axiom Value Wealth Management LLC's supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance agencies. Peter Leal Gerlach-Mack spends 40 hours a week on each other business activity listed in this section.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Leal Gerlach-mack's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 5, 2025 - Present
AXIOM VALUE WEALTH MANAGEMENT LLC
Office #1: 9211 Corporate Blvd Suite 200, Rockville, MD 20850RIA
CRD#: 334047
ROCKVILLE, MD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
District of Columbia(8/29/2025)
IAR
Maryland(6/5/2025)
IAR
Virginia(6/5/2025)
Current Firm
AV
AXIOM VALUE WEALTH MANAGEMENT LLC
AXIOM VALUE WEALTH MANAGEMENT LLC
CRD#: 334047 / SEC#:
District of Columbia
Registered Investment Advisory firm - (6/2/2025 Approved)Florida
Registered Investment Advisory firm - (4/18/2025 Approved)Maryland
Registered Investment Advisory firm - (4/8/2025 Approved)Virginia
Registered Investment Advisory firm - (4/21/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9211 Corporate Blvd Suite 200, Rockville, MD 20850
Mailing Address
Phone number
(240) 863-3688
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 321 |
| AUM (Assets Under Management) | $ 60,000,000 |
Red Flags
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