Peak Wealth Group LLC

Peak Wealth Group LLC (CRD# 150003) is a financial advisory firm headquartered in Saint Augustine, FL. They manage $30,314,531 in 241 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $125,786
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
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 - 2 of 2 top financial advisors.
1
Allan L. Harkness
CRD#: 4548900
4475 Us Hwy 1 South, Suite 206, Saint Augustine, FL 32086

Allan Harkness (CRD# 4548900) is an Investment Advisor Representative working at Peak Wealth Group LLC in Saint Augustine, FL and has over 21 years of experience in the finance industry.

2
Andrew G. Lynch
CRD#: 5903027
3319 Heritage Trade Dr Suite 101, Wake Forest, NC 27587

Andrew Lynch (CRD# 5903027) is an Investment Advisor Representative working at Peak Wealth Group LLC in Wake Forest, NC and has over 12 years of experience in the finance industry.

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