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PEAK WEALTH GROUP LLC
PEAK WEALTH GROUP, LLC
CRD 150003
4475 US HWY 1 SOUTH, SUITE 206, ST. AUGUSTINE, FL, 32086, United States
Phone
904-679-4586
Fax
904-494-4186
Registration
— (—)
Source
State registered
Total AUM
$44.5M
Discretionary AUM
$40.7M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $26.0M |
| High net worth individuals | 9 | $14.7M |
| Pension/profit sharing plans | 1 | $3.8M |
Official SEC filing: View on IAPD