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| Peak Financial Management Inc
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|---|---|
| CRD # | 110559 |
| SEC # | 801-39737 |
| CIK # | 0001669662, 0001626111, 0001300620 |
| AUM | 534.4 M (2026-06-12) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 781-487-9500 |
| Address | 93 Worcester Street Wellesley, MA 02481 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 0.0 | ||
| ETFS Precious Metals Basket Trust | 0.0 | ||
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Sprott Physical Gold & Silver Trust | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 67.3 |
| (b) Individuals (high net worth individuals) | 161 | 461.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,696 | 534.4 |
| By Discretionary | ||
| Discretionary | 1,696 | 534.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,696 | 534.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 534.4 | |
| Total | 1,696 | 534.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001300620] | |
| 13F-NT | [0001300620] | |
| D | [0001626111] | |
| 13F-HR | [0001669662] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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Affiliated Private Investors LLC
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Argonautica Private Wealth Management Inc
✚
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