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PEAK WEALTH MANAGEMENT, LLC

PLYMOUTH, MI · CRD 166944 · IAPD ↗ · 734-681-7575

$446.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — PEAK WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2026 — PEAK WEALTH MANAGEMENT, LLC reported RAUM up 27% ($352.0M -> $446.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
March 2025 — PEAK WEALTH MANAGEMENT, LLC reported RAUM up 26% ($280.0M -> $352.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
March 2024 — PEAK WEALTH MANAGEMENT, LLC now reports custody of client assets ($280.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.