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PEAK WEALTH MANAGEMENT, LLC
CRD 166944 · SEC 801-114800
41011 ANN ARBOR ROAD, PLYMOUTH, MI, 48170, United States
Phone
734-681-7575
Fax
734-357-8055
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$446.0M
Discretionary AUM
$446.0M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 520 | $164.0M |
| High net worth individuals | 123 | $282.0M |
States served
MI, OH, TX, FL
All web addresses on file
- HTTP://WWW.TWITTER.COM/NHOPWOOD1
- HTTP://WWW.FACEBOOK.COM/PEAKWEALTHMANGEMENT
- HTTPS://WWW.TWITTER.COM/JIMPILAT
- HTTPS://WWW.LINKEDIN.COM/IN/JAMES-JIM-PILAT
- HTTPS://WWW.https://www.instagram.com/explore/locations/200579866749175/peak-wealth-management/
- HTTP://WWW.YOUTUBE.COM/PEAKWEALTHMGMT
- HTTP://WWW.PEAKWM.COM
- HTTP://WWW.LINKEDIN.COM/IN/HOPWOOD/
Official SEC filing: View on IAPD