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PEAK WEALTH MANAGEMENT

PEAK WEALTH MANAGEMENT LLC

CRD 332411 · SEC 801-130972

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125 HIGH ROCK AVENUE, SUITE 104, SARATOGA SPRINGS, NY, 12866, United States

Phone

518-441-2285

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$39.0M

Discretionary AUM

$39.0M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals50$39.0M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD