Peak Wealth Group LLC

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