Peak Wealth Management, LLC
Firm details
- Headquarters
- Plymouth, Michigan
- CRD number
- 166944
- Registered since
- March 8, 2019
- Website
- www.peakwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI63.23%
- Individuals36.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Peak Wealth Management, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2019. The firm works primarily with individual and family clients and positions itself as a capital allocator that combines financial planning with discretionary portfolio management. Its advisory services explicitly include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements are a mix of percentage-of-AUM and fixed-fee engagements. The firm does not identify as an active ESG investor and lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents5%
- Other5%
Contacts
3 of 3
Nicholas Hopwood
President and FounderCRD 4237515
Preston Gee
Wealth AdvisorCRD 7257016
James Pilat
Vice PresidentCRD 6265955
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 153Active vs passive
$586M in ETFs
49%
$286M
37%
$300M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $23.3M | 270,503 | 3.98% |
Location
Plymouth, MI
Wayne
Location
Plymouth, MI
Headquartered in Plymouth, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 41011 Ann Arbor Rd E
- Time zone
- ET (UTC-5)
- Office locations
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