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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 17, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FAVRE, JOHN, ALAN | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| FAVRE, JOHN, ALAN | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| FAVRE, JOHN, ALAN | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| FAVRE, JOHN, ALAN | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| FAVRE, JOHN, ALAN | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| FAVRE, JOHN, ALAN | I | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| FAVRE, JOHN, ALAN | I | MANAGING PARTNER | E | Control |
| FAVRE, JOHN, ALAN | I | MANAGING PARTNER | E | Control |
| KLINGENSMITH, ROBERT, LEWIS | I | MEMBER | E | Control |
| KLINGENSMITH, ROBERT, LEWIS | I | MEMBER | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT/CEO | E | Control |
| FAVRE, JOHN, ALAN | I | MANAGING PARTNER | D | Control |
Registrations
Federal
IA
May 17, 2010 REGISTERED
Notice Filings (2)
CO TX
Address
5979 S. QUEBEC STREET, STE 270CENTENNIAL, CO 80111
United States
Phone: 303-331-0123