James Ronald Pilat
MemberPeak Wealth Management, LLCCRD 6265955
About James Ronald Pilat
James Ronald Pilat is listed as Member at Peak Wealth Management, LLC in Plymouth, MI. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Peak Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Ronald Pilat work?
James Ronald Pilat is listed as Member at Peak Wealth Management, LLC on SEC Form ADV.
How much of Peak Wealth Management, LLC does James Ronald Pilat own?
Form ADV reports a beneficial ownership band of 10-25%.
Peak Wealth Management, LLC
| Title | Member |
| Ownership | 10-25% |
| Control person | No |
| Since | 2025 |