Peak Financial Management Inc
Peak Financial Management Inc is an SEC-registered wealth manager in Wellesley, MA with $534.4M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Peak Financial Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110559, SEC 801-39737, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $534.4M (2026-06-12)
- Firm type
- Wealth Manager
- Location
- Wellesley, MA
- Employees
- 9
- Clients
- 353
- CRD
- 110559
- Ownership
- TIKU, PRAN, NATH; THOMPSON, SHAUN, PATRICK; GAFFNEY, CHRISTOPHER, KARL; TIKU, NEEL; TIKU, NEEL, K.
How much AUM does Peak Financial Management Inc have?
Peak Financial Management Inc reported $534.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns Peak Financial Management Inc?
Disclosed owners and executives of Peak Financial Management Inc include TIKU, PRAN, NATH, THOMPSON, SHAUN, PATRICK, GAFFNEY, CHRISTOPHER, KARL, TIKU, NEEL, TIKU, NEEL, K.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.