Peak Wealth Group LLC

RIAState Registered
Total AUM
$44.5M
Discretionary
$40.7M
91% of AUM
Avg account
$348K
Accounts
128
Employees
2
Advisory reps
2

Firm details

Headquarters
St. Augustine, Florida
CRD number
150003
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals58.42%
  • HNWI33%
  • Pension & Profit Sharing Plans8.58%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Peak Wealth Group LLC is an independent, individual-owned wealth advisory firm that serves both individual and institutional clients. The firm operates as a limited liability company and combines fee-based portfolio management and financial planning with insurance brokerage capabilities. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and selection of external advisers. Peak Wealth Group charges a mix of percentage-of-AUM fees, hourly fees and fixed fees, and acts as a capital allocator to external managers when appropriate. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, State & Local Bonds 10%, US Government Bonds 5%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 2%78%
  • Exchange Traded Equities78%
  • State & Local Bonds10%
  • US Government Bonds5%
  • Cash & Cash Equivalents3%
  • Investment Grade Corp Bonds2%

Contacts

2 of 2
  • Andrew Lynch

    Andrew Lynch

    IARCRD 5903027

  • Allan Harkness

    PresidentCRD 4548900

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

St. Augustine, FL

Saint Johns

Location

St. Augustine, FL

Headquartered in St. Augustine, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Saint Johns
Address
4475 Us Highway 1 S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth