AdvisorOS Directory
Claim Profile
NH

Nicholas H Hopwood

PEAK WEALTH MANAGEMENT, LLC·PLYMOUTH, Michigan
Unclaimed Profile
41011 ANN ARBOR ROAD, PLYMOUTH, MI 48170CRD# 4237515Firm CRD# 166944
01

About

Nicholas H Hopwood is a registered financial advisor based in PLYMOUTH, Michigan, affiliated with PEAK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PEAK WEALTH MANAGEMENT, LLC
PEAK WEALTH MANAGEMENT, LLC
AUM
$280M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PEAK WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4237515
Firm CRD# 166944
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PLYMOUTH?

Browse all registered financial advisors in PLYMOUTH, Michigan or claim this profile if it's yours.

Browse PLYMOUTH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Nicholas H Hopwood offer?
Nicholas H Hopwood specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Michigan for a consultation.
What are Nicholas H Hopwood's credentials?
Nicholas H Hopwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas H Hopwood located?
Nicholas H Hopwood is based in PLYMOUTH, Michigan, working with PEAK WEALTH MANAGEMENT, LLC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Nicholas H Hopwood charge for services?
Nicholas H Hopwood's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEAK WEALTH MANAGEMENT, LLC?
PEAK WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $280M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PLYMOUTH
James Edward Bashaw — JLB & ASSOCIATES INCDorothy Elva Bashaw — JLB & ASSOCIATES INCChristopher Ralph Szydlowski — JLB & ASSOCIATES INCNeha K Patel — IPEX, INC.James Levern Bashaw — JLB & ASSOCIATES INC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile