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PEAK WEALTH MANAGEMENT LLC

CRD 281036 · SEC 801-118166

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20 TRAFALGAR SQ, SUITE 404, NASHUA, NH, 03063, United States

Phone

603-488-2476

Fax

603-665-0006

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$156.1M

Discretionary AUM

$152.3M

Team

3 total employees; 3 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals141$18.1M
High net worth individuals67$134.2M

States served

ME, MA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD