PEAK WEALTH MANAGEMENT LLC

NASHUA, New Hampshire·1 registered advisor·CRD# 281036
SEC# 801-1181660603-488-2476
01

Firm Overview

AUM
$120M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PEAK WEALTH MANAGEMENT LLC

1 registered advisor
John Thomas Garrity
NASHUA, New Hampshire
05

Office Locations

NASHUA, New Hampshire
1 advisor

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Data sourced from SEC Form ADV filings. PEAK WEALTH MANAGEMENT LLC (CRD# 281036) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.