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).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $624,608
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, VT

Financial Advisors at Peak Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
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 16 years of experience in the finance industry.

2
John T. Garrity
CRD#: 4466382
1 Hardy Road, #400, Bedford, NH 03110
93
Wealthminder
score

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.

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