PEAK WEALTH MANAGEMENT, LLC

PLYMOUTH, Michigan·1 registered advisor·CRD# 166944
SEC# 801-1148000734-681-7575
01

Firm Overview

AUM
$280M
Regulatory assets under management
Employees
5
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
Nicholas H Hopwood
PLYMOUTH, Michigan
05

Office Locations

PLYMOUTH, Michigan
1 advisor

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Data sourced from SEC Form ADV filings. PEAK WEALTH MANAGEMENT, LLC (CRD# 166944) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.