PEAK WEALTH MANAGEMENT, LLC
CRD #166944 SEC #801-114800 PLYMOUTH, MI 734-681-7575
SEC Registered
Total AUM
$352M
Discretionary
$352M
Employees
4
Clients
0
Accounts
1,788
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $352M | $352M | $0 | 4 | 0 |
| Feb 2025 | $352M | $352M | $0 | 4 | 0 |
| Feb 2024 | $280M | $280M | $0 | 5 | 0 |
| Mar 2023 | $228M | $228M | $0 | 3 | 0 |
| Mar 2022 | $222M | $222M | $0 | 3 | 0 |
| Mar 2022 | $222M | $222M | $0 | 3 | 0 |
| Apr 2021 | $183.9M | $183.9M | $0 | 3 | 0 |
| Jun 2020 | $155M | $155M | $0 | 3 | 0 |
| May 2020 | $155M | $155M | $0 | 3 | 0 |
| Mar 2020 | $155M | $155M | $0 | 3 | 0 |
| Apr 2019 | $121M | $121M | $0 | 3 | 150 |
| Feb 2019 | $121M | $121M | $0 | 3 | 150 |
DateSep 2025
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$222M
Discretionary$222M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$222M
Discretionary$222M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$183.9M
Discretionary$183.9M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees3
Clients150
DateFeb 2019
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees3
Clients150