Peak Wealth Management LLC

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Assets, Funds, Holdings

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Peak Wealth Management LLC
CRD #166944
SEC #801-114800
CIK #
AUM $119.8 MM (2024-03-15)
Employees 5 (60% Investors, 60% Brokers)
Phone734-681-7575
Address41011 Ann Arbor Road
Plymouth, MI 48170
Source [IAPD] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
3002401801206002001200920172025
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
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