PEAK WEALTH MANAGEMENT LLC

PEAK WEALTH MANAGEMENT LLC of DENVER, CO is an SEC-registered investment adviser (CRD 107324). Regulatory assets under management: $9.4M.

Registration

• CRD: 107324
• SEC file number: 801-55409
• Type: Registered investment adviser
• Location: 4600 S. SYRACUSE, SUITE 250, DENVER, CO, 80237
• Phone: 303-331-0123
• Latest filing: 2010-05-17
• Regulatory AUM: $9.4M
• Discretionary AUM: $8.6M
• Non-discretionary AUM: $865K
• Clients: 1
• Accounts: 70

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 107324 on SEC IAPD (source of record)
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