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).
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Total Assets Under Management120MILLION
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Total Number of Accounts484ACCOUNTS
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Average Account Value$247,535
- A percentage of assets under your management
- 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)
MA, NH, TX
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.
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.
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.