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PEAK WEALTH MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$446,000,000
Discretionary
$446,000,000
Non-discretionary
$0

Firm details

CRD number
166944
SEC file number
801-114800
Main office
PLYMOUTH, MI, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.