Peak Wealth Management

Overview

Peak Wealth Management LLC is an independent registered investment adviser that primarily serves individuals, families and small-business owners. The firm is owner-operated and registered with the SEC in 2024. Its advisory work centers on financial planning and discretionary portfolio management for individual and family clients, and it charges clients via a mix of percentage-of-AUM fees, hourly billing and fixed fees. Peak Wealth Management does not describe itself as an active ESG investor, is not a multi-state adviser, and it does not identify as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives