Peak Wealth Management LLC
● SEC registered since 2020CRD 281036SEC# 801-118166Nashua, NH
Reg. AUM
$156.1M
Employees
3
Accounts
465
Location
Nashua, NH
Peak Wealth Management LLC assets under management
Peak Wealth Management LLC is an SEC-registered investment adviser based in Nashua, NH. The firm has been registered since 2020. It reports $156.1 million in regulatory assets under management and employs 3 people.
Peak Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Thomas Garrity Control | Managing Principal, Chief Investment Officer, Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Peak Wealth Management LLC manage?
Peak Wealth Management LLC reports $156.1 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 Nashua, NH and has been SEC-registered since 2020.
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 | 20 Trafalgar Sq, Suite 404, Nashua, NH 03063 |
| Phone | 603-488-2476 |
| Fax | 603-665-0006 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$156.1M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$156.1Mregulatory AUM
Discretionary $152.3MNon-discretionary $3.8M