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Peak Wealth Management LLC
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CRD # | 166944 |
SEC # | 801-114800 |
CIK # | |
AUM | $119.8 MM (2024-03-15) |
Employees | 5 (60% Investors, 60% Brokers) |
Phone | 734-681-7575 |
Address | 41011 Ann Arbor Road Plymouth, MI 48170 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 600 | 134.0 |
(b) Individuals (high net worth individuals) | 77 | 146.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,600 | 280.0 |
By Discretionary | ||
Discretionary | 1,600 | 280.0 |
Non-Discretionary | 0 | 0.0 |
Total | 1,600 | 280.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 280.0 | |
Total | 1,600 | 280.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Heritage Capital Advisors LLC
✚
|
CO | 0.1 |
Steven Feldstein & Associates
✚
|
NJ | 0.1 |
Expressive Wealth LLC
✚
|
IL | 0.1 |
Morman Kaplan Brilliant and Fransko LLC
✚
|
MI | 0.1 |
Actitrust Wealth Management LLC
✚
|
FL | 0.1 |
Broadwing Capital Advisors Inc
✚
|
CA | 0.1 |
BWA LLC
✚
|
CA | 0.1 |
Investment Insight Wealth Management LLC
✚
|
NY | 0.1 |
Marathon Wealth Management Inc
✚
|
NY | 0.1 |
Lockerman Financial Group Inc
✚
|
CA | 0.1 |