Anita Peca has been an investment adviser representative at Platform Wealth Management since April 2024, and is not listed among the firm’s executive officers or direct owners. Anita Peca holds a BA in Psychology from the University of California, Davis.
Platform Wealth Management, LLC is a Holladay, UT firm with $509M under management, 270 clients and 9 advisers across 4 offices, as of its September 2026 filing.
Anita Peca is Wealth Advisor at Platform Wealth Advisors. She has worked in public accounting and finance since 1994 and is a former partner of Walpole & Co. Her work includes helping clients with eldercare issues.
Anita Peca’s longest registration was 17 years at Walpole Financial Advisors, LLC (2007–2024). Before joining Platform Wealth Management in 2024, Anita Peca was registered through Walpole Financial Advisors, LLC.
- Platform Wealth AdvisorsCurrent– present · 2 yearsGoleta, CA · Adviser representative · Firm CRD 329313
- Walpole Financial Advisors, LLC– · 17 yearsGoleta, CA · Adviser representative · Firm CRD 135834
Professional designations
Listed by Platform Wealth Management
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Anita Peca is registered as an investment adviser representative in California, since April 2024.
- CaliforniaSince 9 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 September 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Anita J Peca
- CRD
- 5293661
- Firm
- Platform Wealth Management · CRD 329313
- Office
- 70 SANTA FELICIA DRIVE, Goleta, CA 93117
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- platformadvise.com
Where does Anita Peca work?
Anita Peca is an investment adviser representative registered through Platform Wealth Management, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Anita Peca a financial advisor?
Yes. Anita Peca has a current investment-adviser registration in California, through Platform Wealth Management since April 2024.
How many years of experience does Anita Peca have?
Anita Peca has 19 years in the financial industry, since March 2007, across 2 adviser firms.
What exams has Anita Peca passed?
Anita Peca passed the Series 65 in September 2006.
Where did Anita Peca work before Platform Wealth Management?
Before Platform Wealth Management, Anita Peca was registered through Walpole Financial Advisors, LLC, March 2007 to April 2024.
Where is Anita Peca based?
Anita Peca’s registered office is in Goleta, CA.
Is Anita Peca registered with FINRA?
No. Anita Peca has no current broker registration.
How can I verify Anita Peca’s record?
Search CRD 5293661 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anita Peca’s full registration record.