RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Hampshire
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 23, 2025
Branch Offices
5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GARRITY, JOHN, THOMASIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
GARRITY, JOHN, THOMASIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
GARRITY, JOHN, THOMASIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
GARRITY, JOHN, THOMASIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
GARRITY, JOHN, THOMASIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
GARRITY, JOHN, THOMASIMANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
GARRITY, JOHN, THOMASIMANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
GARRITY, JOHN, THOMASIMANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
GARRITY, JOHN, THOMASIMANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERE Control
DEANGELIS, DEREK, CIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
DEANGELIS, DEREK, CHRISTOPHERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
DEANGELIS, DEREK, CHRISTOPHERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
DEANGELIS, DEREK, CHRISTOPHERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
DEANGELIS, DEREK, CHRISTOPHERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
GARRITY, JOHN, THOMASIMANAGING MEMBERD Control
GARRITY, JOHN, THOMASIMANAGING MEMBERD Control
GARRITY, JOHN, THOMASIMANAGING MEMBERD Control
GARRITY, JOHN, THOMASIMANAGING MEMBERD Control
GARRITY, JOHN, THOMASIMANAGING MEMBERD Control

Registrations

Federal

IA
Dec 23, 2025 REGISTERED

Notice Filings (4)

MA ME NH TX

Address

20 TRAFALGAR SQ
SUITE 404
NASHUA, NH 03063
United States
Phone: 603-488-2476