Peak Wealth Management, LLC
● SEC registered since 2019CRD 166944SEC# 801-114800Plymouth, MI
Reg. AUM
$446M
Employees
3
Accounts
2,274
Location
Plymouth, MI
Peak Wealth Management, LLC assets under management
Peak Wealth Management, LLC is an SEC-registered investment adviser based in Plymouth, MI. The firm has been registered since 2019. It reports $446 million in regulatory assets under management and employs 3 people.
Peak Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Ronald Pilat | Member | 10-25% | 2025 |
| Nicholas H Hopwood Control | Managing Member/Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Peak Wealth Management, LLC manage?
Peak Wealth Management, LLC reports $446 million in regulatory assets under management on its Form ADV.
How many employees does Peak Wealth Management, LLC have?
Peak Wealth Management, LLC reports 3 employees.
Where is Peak Wealth Management, LLC located?
Peak Wealth Management, LLC is based in Plymouth, MI and has been SEC-registered since 2019.
Does Peak Wealth Management, LLC disclose fund performance?
Peak Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 41011 Ann Arbor Road, Plymouth, MI 48170 |
| Phone | 734-681-7575 |
| Fax | 734-357-8055 |
| Office hours | 8:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$446M▲ 27%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$446Mregulatory AUM
Discretionary $446M