Craig Pelletier

Employer firm

P&L Family Wealth CRD 341272

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → 09/2025
  Axxcess Wealth Management, Llc Dba Osprey Capital Partners Llc
  City Of Industry, CA
• 11/2021 → Present
  Pelletier & Leo, Llp
  City Of Industry, CA
• 06/2016 → 11/2021
  Pricewaterhousecoopers, Llp
  Los Angeles, CA
• 02/2026 → Present
  P&L Family Wealth, Llc
  City Of Industry, CA

Previous Registrations

• 2025-02-25 → 2025-09-02
  Axxcess Wealth Management, Llc
  Carlsbad, CA
  City Of Industry, CA

Other Businesses

1) Pelletier & Leo, LLP, not investment related; 13300 Crossroads PKWY N #170, City of Industry, CA, 91746; Tax and Accounting Services; Partner; Start 11/01/2021; approximately 80 hours per month are dedicated to this business during trading hours

Designations

• Personal Financial Specialist