PEAK WEALTH MANAGEMENT

Overview

Peak Wealth Management operates as an independent registered investment adviser organized as a limited liability company. The firm focuses on serving individuals and families, along with some small-business clients, through financial planning and portfolio management. It charges a mix of percentage-of-AUM, hourly and fixed fees and manages client relationships on a discretionary basis. Investment allocations show a clear equity bias: exchange-traded equities comprise the dominant holding type. The firm is not an active ESG investor, does not act as a capital allocator to external private funds, and is not registered as a multi-state adviser. Services are centered on traditional wealth-management work—portfolio construction, ongoing rebalancing and planning—rather than sourcing or managing third-party private fund programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices