PEAK WEALTH MANAGEMENT LLC
CRD #281036 SEC #801-118166 NASHUA, NH 603-488-2476
SEC Registered
Total AUM
$137.7M
Discretionary
$133.6M
Employees
3
Clients
26
Accounts
451
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $137.7M | $133.6M | $4.2M | 3 | 0 |
| Nov 2025 | $137.7M | $133.6M | $4.2M | 3 | 0 |
| Feb 2025 | $137.7M | $133.6M | $4.2M | 3 | 0 |
| Mar 2024 | $119.8M | $119.5M | $352.6K | 3 | 0 |
| Aug 2023 | $93.6M | $93.3M | $305.9K | 3 | 0 |
| Mar 2023 | $93.6M | $93.3M | $305.9K | 3 | 0 |
| Mar 2023 | $93.6M | $93.3M | $305.9K | 3 | 0 |
| Nov 2022 | $119.8M | $119.6M | $136.3K | 2 | 0 |
| Feb 2022 | $119.8M | $119.6M | $136.3K | 2 | 0 |
| Feb 2021 | $158.6M | $158.6M | $46.9K | 2 | 0 |
| Jun 2020 | $111.7M | $111.7M | $0 | 2 | 0 |
| May 2020 | $111.7M | $111.7M | $0 | 2 | 0 |
| Feb 2020 | $111.7M | $111.7M | $0 | 2 | 0 |
| Feb 2020 | $111.7M | $111.7M | $0 | 2 | 0 |
DateDec 2025
Total AUM$137.7M
Discretionary$133.6M
Non-Disc.$4.2M
Employees3
Clients0
DateNov 2025
Total AUM$137.7M
Discretionary$133.6M
Non-Disc.$4.2M
Employees3
Clients0
DateFeb 2025
Total AUM$137.7M
Discretionary$133.6M
Non-Disc.$4.2M
Employees3
Clients0
DateMar 2024
Total AUM$119.8M
Discretionary$119.5M
Non-Disc.$352.6K
Employees3
Clients0
DateAug 2023
Total AUM$93.6M
Discretionary$93.3M
Non-Disc.$305.9K
Employees3
Clients0
DateMar 2023
Total AUM$93.6M
Discretionary$93.3M
Non-Disc.$305.9K
Employees3
Clients0
DateMar 2023
Total AUM$93.6M
Discretionary$93.3M
Non-Disc.$305.9K
Employees3
Clients0
DateNov 2022
Total AUM$119.8M
Discretionary$119.6M
Non-Disc.$136.3K
Employees2
Clients0
DateFeb 2022
Total AUM$119.8M
Discretionary$119.6M
Non-Disc.$136.3K
Employees2
Clients0
DateFeb 2021
Total AUM$158.6M
Discretionary$158.6M
Non-Disc.$46.9K
Employees2
Clients0
DateJun 2020
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees2
Clients0