Peak Wealth Management LLC
Peak Wealth Management LLC (CRD# 281036) is a financial advisory firm headquartered in Bedford, NH. They manage $31,855,000 in 51 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management32MILLION
Total Number of Accounts51ACCOUNTS
Average Account Value$624,608
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MA, ME, NH, VT
Derek Deangelis (CRD# 4281585) 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 (CRD# 4466382) is an Investment Advisor Representative working at Peak Wealth Management LLC in Bedford, NH and has over 14 years of experience in the finance industry.