Peter Leal Gerlach-Mack

Current Employers

Employment History

• 11/2003 → 05/2025
  State Department Fcu
  Alexandria, VA
• 06/2024 → Present
  Axiom Value Wealth Management Llc
  Rockville, MD
• 04/2025 → Present
  Axiom Value Wealth Management Llc
  Rockville, MD

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-24

Other Names

• Peter Gerlach-Mack