Unclaimed Profile

Nicholas H Hopwood

PEAK WEALTH MANAGEMENT, LLC·PLYMOUTH, Michigan

SIE, Series 7, Series 24, Series 63CFPClean record17 years registeredPEAK WEALTH MANAGEMENT, LLC

41011 ANN ARBOR ROAD, PLYMOUTH, MI 48170CRD# 4237515Firm CRD# 166944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nicholas H Hopwood · PLYMOUTH, MI

Registration

CRD #4237515 · PEAK WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

PEAK WEALTH MANAGEMENT, LLC

Jul 2013 – present

PARK AVENUE WEALTH MANAGEMENT, LLC

Dec 2013 – Jul 2014

LIVONIA, MI

PARK AVENUE WEALTH MANAGEMENT, LLC

Dec 2010 – Feb 2013

LIVONIA, MI

LPL FINANCIAL LLC

Feb 2009 – Jul 2015

PLYMOUTH, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · February 20, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEAK WEALTH MANAGEMENT, LLC

CRD 166944 · SEC 801-114800

AUM

$280M

Regulatory assets under management

Employees

1,600 client accounts

Services offered by PEAK WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PEAK WEALTH MANAGEMENT, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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.

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