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PEAK WEALTH MANAGEMENT LLC
CRD 281036File 801-118166
APPROVED
Retail clients
Custody
Filing as of Jan 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$156.1M
Bottom 25% of cohort (national)
Discretionary AUM
$152.3M
Non-discretionary $3.8M
Clients
208
465 accounts
Employees
3
Bottom 25% of cohort in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 5, 2020
- Principal office
- 20 TRAFALGAR SQ, SUITE 404, NASHUA, NH, 03063
- Phone
- 603-488-2476
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $156.1M
- Discretionary AUM
- $152.3M
- Non-discretionary AUM
- $3.8M
- Discretionary accounts
- 462
- Non-discretionary accounts
- 3
- Total accounts
- 465
- AUM per client
- $751K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 67 | $134.2M |
| Pension and profit sharing plans | Fewer than 5 | $3.8M |
| Individuals (other than high net worth individuals) | 141 | $18.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.