Overview
Assets Under Management: $352 million
Headquarters: PLYMOUTH, MI
High-Net-Worth Clients: 97
Average Client Assets: $2 million
Frequently Asked Questions
PEAK WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166944), PEAK WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PEAK WEALTH MANAGEMENT, LLC is headquartered in PLYMOUTH, MI.
PEAK WEALTH MANAGEMENT, LLC serves 97 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, PEAK WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PEAK WEALTH MANAGEMENT, LLC manages $352 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, PEAK WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,788
Discretionary Accounts: 1,788
Regulatory Filings
CRD Number: 166944
Last Filing Date: 2025-02-25 00:00:00
Website: https://peakwm.com