Peak Wealth Management LLC

Peak Wealth Management LLC (CRD# 281036) is a financial advisory firm headquartered in Nashua, NH. They manage $119,806,901 in 484 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
20 Trafalgar Sq, Suite 404, Nashua, NH 03063
https://www.linkedin.com/company/peakwealthmanagement/
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $247,535
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
  • Pension consulting services
  • 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.

MA, NH, TX

Financial Advisors at Peak Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
John Garrity, financial advisor Nashua NH
John T. Garrity
CRD#: 4466382
20 Trafalgar Sq, Suite 404, Nashua, NH 03063

John Garrity (CRD# 4466382) is an Investment Advisor Representative working at Peak Wealth Management LLC in Nashua, NH and has over 22 years of experience in the finance industry.

2
Noah Gauthier, financial advisor Nashua NH
Noah Gauthier
CRD#: 7509696
20 Trafalgar Sq, Suite 404, Nashua, NH 03063

Noah Gauthier (CRD# 7509696) is an Investment Advisor Representative working at Peak Wealth Management LLC in Nashua, NH and has over 2 years of experience in the finance industry.

3
Steven Schnobrich, financial advisor Nashua NH
Steven G. Schnobrich
CRD#: 7432132
20 Trafalgar Sq, Suite 404, Nashua, NH 03063

Steven Schnobrich (CRD# 7432132) is an Investment Advisor Representative working at Peak Wealth Management LLC in Nashua, NH and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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