PEAK WEALTH MANAGEMENT LLC

PEAK WEALTH MANAGEMENT LLC of SARATOGA SPRINGS, NY is an SEC-registered investment adviser (CRD 332411). Regulatory assets under management: $39.0M.

Registration

• CRD: 332411
• SEC file number: 801-130972
• Type: Registered investment adviser
• Location: 125 HIGH ROCK AVENUE, SUITE 104, SARATOGA SPRINGS, NY, 12866
• Phone: 518-441-2285
• Latest filing: 2026-01-27
• Regulatory AUM: $39.0M
• Discretionary AUM: $39.0M
• Clients: 1
• Accounts: 127

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 332411 on SEC IAPD (source of record)
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