PEAK WEALTH MANAGEMENT LLC

20 Trafalgar Sq
Suite 404
Nashua, New Hampshire 3063
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 1 offices throughout the country.

PEAK WEALTH MANAGEMENT LLC is a Nashua, New Hampshire based Financial Planning firm with nearly $93,582,459 assets under management, offering retirement planning & investment advisory services to 349 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	$93,582,459
No. of Clients	349
No. of Advisors	3

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	349	$93,582,459
Individuals (other than high net worth individuals)	83	$13,920,328
High net worth individuals	35	$78,507,131
Pension and profit sharing plans		$1,155,000

Inquire with PEAK WEALTH MANAGEMENT LLC

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