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Peak Wealth Management LLC

● SEC registered since 2020CRD 281036SEC# 801-118166Nashua, NH
Export (members)
Reg. AUM
$137.7M
Employees
3
Accounts
451
Location
Nashua, NH

Peak Wealth Management LLC assets under management

Peak Wealth Management LLC is an SEC-registered investment adviser based in Nashua, NH. The firm has been registered since 2020. It reports $137.7 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/peakwealthmanagementView on SEC.gov ↗

Peak Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
John Thomas Garrity ControlManaging Principal, Chief Investment Officer, Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Peak Wealth Management LLC manage?

Peak Wealth Management LLC reports $137.7 million in regulatory assets under management on its Form ADV.

How many employees does Peak Wealth Management LLC have?

Peak Wealth Management LLC reports 3 employees.

Where is Peak Wealth Management LLC located?

Peak Wealth Management LLC is based in Nashua, NH and has been SEC-registered since 2020.

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

Address20 Trafalgar Sq, Suite 404, Nashua, NH 03063
Phone603-488-2476
Fax603-665-0006
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$133.6M
Non-discretionary$4.2M
Total (RAUM)$137.7M