Peak Wealth Management, LLC
Peak Wealth Management, LLC (CRD# 166944) is a financial advisory firm headquartered in Plymouth, MI. They manage $55,000,000 in 540 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management55MILLION
Total Number of Accounts540ACCOUNTS
Average Account Value$101,852
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MI, OH
Nicholas Hopwood (CRD# 4237515) is an Investment Advisor Representative working at Peak Wealth Management, LLC in Plymouth, MI and has over 16 years of experience in the finance industry. Nicholas Hopwood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.