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PEAK WEALTH MANAGEMENT LLC

NASHUA, NH · CRD 281036 · IAPD ↗ · 603-488-2476

$156.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
February 2026 — PEAK WEALTH MANAGEMENT LLC now reports custody of client assets ($26.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
January 2026 — PEAK WEALTH MANAGEMENT LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
December 2025 — PEAK WEALTH MANAGEMENT LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2025 — PEAK WEALTH MANAGEMENT LLC added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — PEAK WEALTH MANAGEMENT LLC reported RAUM up 28% ($93.6M -> $119.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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