Peak Wealth Management, LLC
Peak Wealth Management, LLC is an SEC-registered mass-market adviser in Plymouth, MI with $446.0M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Peak Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166944, SEC 801-114800, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $446.0M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Plymouth, MI
- Employees
- 3
- Clients
- 643
- CRD
- 166944
- Ownership
- HOPWOOD, NICHOLAS, H; PILAT, JAMES, RONALD
How much AUM does Peak Wealth Management, LLC have?
Peak Wealth Management, LLC reported $446.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Peak Wealth Management, LLC?
Disclosed owners and executives of Peak Wealth Management, LLC include HOPWOOD, NICHOLAS, H, PILAT, JAMES, RONALD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.