PEAK WEALTH MANAGEMENT, LLC

41011 Ann Arbor Road
Plymouth, Michigan 48170
Tel: 734-681-7575

About PEAK WEALTH MANAGEMENT, LLC

PEAK WEALTH MANAGEMENT, LLC, formally registered with the SEC as PEAK WEALTH MANAGEMENT, LLC. The firm was established in 03/08/2019. They have over 1 offices throughout the country.

PEAK WEALTH MANAGEMENT, LLC is a Plymouth, Michigan based Financial Planning firm with nearly $352,000,000 assets under management, offering retirement planning & investment advisory services to 1788 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166944
SEC#	801-114800
Assets Managed by Firm	$352,000,000
No. of Clients	1788
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1788	$352,000,000
Individuals (other than high net worth individuals)	572	$169,000,000
High net worth individuals	97	$183,000,000

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