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Peak Wealth Management, LLC

● SEC registered since 2019CRD 166944SEC# 801-114800Plymouth, MI
Export (members)
Reg. AUM
$352M
Employees
4
Accounts
1,788
Location
Plymouth, MI

Peak Wealth Management, LLC assets under management

Peak Wealth Management, LLC is an SEC-registered investment adviser based in Plymouth, MI. The firm has been registered since 2019. It reports $352 million in regulatory assets under management and employs 4 people.
www.twitter.com/nhopwood1View on SEC.gov ↗

Peak Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Nicholas H Hopwood ControlManaging Member/Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Peak Wealth Management, LLC manage?

Peak Wealth Management, LLC reports $352 million in regulatory assets under management on its Form ADV.

How many employees does Peak Wealth Management, LLC have?

Peak Wealth Management, LLC reports 4 employees.

Where is Peak Wealth Management, LLC located?

Peak Wealth Management, LLC is based in Plymouth, MI and has been SEC-registered since 2019.

Does Peak Wealth Management, LLC disclose fund performance?

Peak Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address41011 Ann Arbor Road, Plymouth, MI 48170
Phone734-681-7575
Fax734-357-8055
Office hours8:00-5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$352M
Non-discretionary$0
Total (RAUM)$352M