Peak Wealth Group LLC

Peak Wealth Group LLC (CRD# 150003) is a financial advisory firm headquartered in Saint Augustine, FL. They manage $20,661,773 in 235 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $87,922
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, MO, NC

Financial Advisors at Peak Wealth Group LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael C. McGeehan
CRD#: 1343610
5098 A1a South, Suite B, Saint Augustine, FL 32080
96
Wealthminder
score

Michael McGeehan (CRD# 1343610) is an Investment Advisor Representative working at Peak Wealth Group LLC in Saint Augustine, FL and has over 31 years of experience in the finance industry.

2
Allan L. Harkness
CRD#: 4548900
5098 A1a South, Suite B, Saint Augustine, FL 32080
93
Wealthminder
score

Allan Harkness (CRD# 4548900) is an Investment Advisor Representative working at Peak Wealth Group LLC in Saint Augustine, FL and has over 14 years of experience in the finance industry.

3
Warren C. Varney
CRD#: 1370506
14825 E 42nd Street So, Suite 207, Independence, MO 64055
93
Wealthminder
score

Warren Varney (CRD# 1370506) is an Investment Advisor Representative working at Peak Wealth Group LLC in Independence, MO and has over 31 years of experience in the finance industry.

4
Andrew G. Lynch
CRD#: 5903027
11550 Common Oaks Drive, Raleigh, NC 27614
90
Wealthminder
score

Andrew Lynch (CRD# 5903027) is an Investment Advisor Representative working at Peak Wealth Group LLC in Raleigh, NC and has over 5 years of experience in the finance industry.

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