PEAK WEALTH MANAGEMENT LLC

20 Trafalgar Sq
Suite 404
Nashua, New Hampshire 03063
Tel: 603-488-2476

About PEAK WEALTH MANAGEMENT LLC

PEAK WEALTH MANAGEMENT LLC, formally registered with the SEC as PEAK WEALTH MANAGEMENT LLC. The firm was established in 03/05/2020. They have over 5 offices throughout the country.

PEAK WEALTH MANAGEMENT LLC is a Nashua, New Hampshire based Financial Planning firm with nearly $137,741,238 assets under management, offering retirement planning & investment advisory services to 451 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281036
SEC#	801-118166
Assets Managed by Firm	$137,741,238
No. of Clients	451
No. of Advisors	3

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	451	$137,741,238
Individuals (other than high net worth individuals)	79	$30,807,690
High net worth individuals	45	$101,274,782
Pension and profit sharing plans	Fewer than 5 clients	$5,658,766

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PRIME BUCHHOLZ LLC 273 Corporate Drive Suite 250 Portsmouth, NH, 03801	$10,409,452,909	70	129
IMPAX ASSET MANAGEMENT LLC 30 Penhallow Street Suite 400 Portsmouth, NH, 03801	$9,643,533,263	19	113
GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
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