PEAK WEALTH MANAGEMENT LLC
Doing business as PEAK WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$38,960,000
Discretionary
$38,960,000
Non-discretionary
$0
Firm details
- CRD number
- 332411
- SEC file number
- 801-130972
- Main office
- SARATOGA SPRINGS, NY, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.