PEAK WEALTH MANAGEMENT LLC
CRD #107324 SEC #801-55409 CENTENNIAL, CO 303-331-0123
SEC Registered
Total AUM
$9.4M
Discretionary
$8.6M
Employees
5
Clients
0
Accounts
70
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2010 | $9.4M | $8.6M | $865.4K | 5 | -- |
| May 2009 | $9.4M | $8.6M | $865.4K | 5 | -- |
| Apr 2009 | $11.8M | $11.5M | $330K | 5 | -- |
| Mar 2009 | $11.8M | $11.5M | $330K | 5 | -- |
| Apr 2007 | $11.8M | $11.5M | $330K | 5 | -- |
| Mar 2007 | $11.8M | $11.5M | $330K | 5 | -- |
| Aug 2004 | $11.3M | $11M | $325K | 5 | -- |
| Aug 2004 | $11.3M | $11M | $325K | 5 | -- |
| Mar 2004 | $11.3M | $11M | $325K | 5 | -- |
| Oct 2003 | $194M | $14M | $180M | 5 | -- |
| Apr 2002 | $8.6M | $8.6M | $0 | 5 | -- |
DateMay 2010
Total AUM$9.4M
Discretionary$8.6M
Non-Disc.$865.4K
Employees5
Clients--
DateMay 2009
Total AUM$9.4M
Discretionary$8.6M
Non-Disc.$865.4K
Employees5
Clients--
DateApr 2009
Total AUM$11.8M
Discretionary$11.5M
Non-Disc.$330K
Employees5
Clients--
DateMar 2009
Total AUM$11.8M
Discretionary$11.5M
Non-Disc.$330K
Employees5
Clients--
DateApr 2007
Total AUM$11.8M
Discretionary$11.5M
Non-Disc.$330K
Employees5
Clients--
DateMar 2007
Total AUM$11.8M
Discretionary$11.5M
Non-Disc.$330K
Employees5
Clients--
DateAug 2004
Total AUM$11.3M
Discretionary$11M
Non-Disc.$325K
Employees5
Clients--
DateAug 2004
Total AUM$11.3M
Discretionary$11M
Non-Disc.$325K
Employees5
Clients--
DateMar 2004
Total AUM$11.3M
Discretionary$11M
Non-Disc.$325K
Employees5
Clients--
DateOct 2003
Total AUM$194M
Discretionary$14M
Non-Disc.$180M
Employees5
Clients--
DateApr 2002
Total AUM$8.6M
Discretionary$8.6M
Non-Disc.$0
Employees5
Clients--