# PEAK WEALTH GROUP LLC

PEAK WEALTH GROUP LLC of ST. AUGUSTINE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 150003
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150003/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150003/similar
- Related entities: https://search.stillhousedata.com/firm/150003/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150003

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.