PEAK WEALTH GROUP LLC

PEAK WEALTH GROUP LLC of ST. AUGUSTINE, FL is an SEC-registered investment adviser (CRD 150003). Regulatory assets under management: $44.5M.

Registration

• CRD: 150003
• Type: Registered investment adviser
• Location: 4475 US HWY 1 SOUTH, ST. AUGUSTINE, FL, 32086
• Phone: 904-679-4586
• Latest filing: 2026-03-25
• Regulatory AUM: $44.5M
• Discretionary AUM: $40.7M
• Non-discretionary AUM: $3.8M
• Clients: 2
• Accounts: 128

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150003 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search