PEAK WEALTH GROUP LLC

Overview

Peak Wealth Group LLC is an independent registered investment adviser organized as a limited liability company and controlled by an individual owner. The firm serves both individual and family clients as well as institutional accounts, acting as a capital allocator that builds portfolios across public equities and third-party alternative managers. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and selection of other advisers. Peak Wealth Group also conducts insurance brokerage activities alongside fee-based planning and portfolio management, offering percentage-of-AUM, hourly and fixed-fee billing options. Investment behavior at the firm is equity‑oriented: the largest share of client assets is held in exchange‑traded equities and ETFs. Peak Wealth Group does not position itself as an ESG-focused manager. Because a high share of assets is managed on a discretionary basis, the firm typically implements its investment views directly in client accounts while reserving non‑discretionary relationships for clients who prefer to retain trading authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices