Peak Wealth Management LLC

Peak Wealth Management LLC (CRD# 281036) is a financial advisory firm headquartered in Bedford, NH. They manage $60,035,261 in 130 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $461,810
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, MA, ME, NH

Financial Advisors at Peak Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
John T. Garrity
CRD#: 4466382
1 Hardy Road, #400, Bedford, NH 03110
96
Wealthminder
score

John Garrity (CRD# 4466382) is an Investment Advisor Representative working at Peak Wealth Management LLC in Bedford, NH and has over 16 years of experience in the finance industry. John Garrity 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.

2
Derek C. Deangelis
CRD#: 4281585
1 Hardy Road, #400, Bedford, NH 03110
93
Wealthminder
score

Derek Deangelis (CRD# 4281585) is an Investment Advisor Representative working at Peak Wealth Management LLC in Bedford, NH and has over 17 years of experience in the finance industry.

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