PEAK WEALTH MANAGEMENT LLC
Legal name: PEAK WEALTH MANAGEMENT
CRD #332411 SEC #801-130972 SARATOGA SPRINGS, NY 518-441-2285
SEC Registered
Total AUM
$26M
Discretionary
$26M
Employees
1
Clients
26
Accounts
81
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $26M | $26M | $0 | 1 | 0 |
| Dec 2024 | $25.5M | $25.5M | $0 | 1 | 0 |
| Nov 2024 | $25.5M | $25.5M | $0 | 1 | 0 |
| Oct 2024 | $25.5M | $25.5M | $0 | 1 | 0 |
| Jul 2024 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees1
Clients0
DateDec 2024
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees1
Clients0
DateNov 2024
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees1
Clients0
DateOct 2024
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0