Peak Wealth Management, LLC

Peak Wealth Management, LLC (CRD# 166944) is a financial advisory firm headquartered in Plymouth, MI. They manage $280,000,000 in 1,600 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
41011 Ann Arbor Road, Plymouth, MI 48170
http://www.twitter.com/nhopwood1
By the Numbers
  • Total Assets Under Management
    280
    MILLION
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $175,000
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.

FL, MI, OH, TX

Financial Advisors at Peak Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nicholas Hopwood, financial advisor Plymouth MI
Nicholas H. Hopwood
CRD#: 4237515
41011 Ann Arbor Road, Plymouth, MI 48170

Nicholas Hopwood (CRD# 4237515) is an Investment Advisor Representative working at Peak Wealth Management, LLC in Plymouth, MI and has over 23 years of experience in the finance industry.

2
James Pilat, financial advisor Plymouth MI
James R. Pilat
CRD#: 6265955
41011 Ann Arbor Road, Plymouth, MI 48170

James Pilat (CRD# 6265955) is an Investment Advisor Representative working at Peak Wealth Management, LLC in Plymouth, MI and has over 10 years of experience in the finance industry.

3
Preston Gee, financial advisor Plymouth MI
Preston Gee
CRD#: 7257016
41011 Ann Arbor Road, Plymouth, MI 48170

Preston Gee (CRD# 7257016) is an Investment Advisor Representative working at Peak Wealth Management, LLC in Plymouth, MI 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals