PEAK WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$156,125,904
Discretionary
$152,340,622
Non-discretionary
$3,785,282
Firm details
- CRD number
- 281036
- SEC file number
- 801-118166
- Main office
- NASHUA, NH, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.