CRD: 150003
Peak Wealth Group LLC
St. Augustine, FL, 32086
9046794586
$44.5M Total AUM
$40.7M Disc. AUM
-- 3Y CAGR
2 Employees
128 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- John Hancock
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-19-2009
- Office Locations
- 2
Office Locations
3319 Heritage Trade DR Suite 101 Wake Forest NC
4475 US HWY 1 South Suite 206 St. Augustine FL
About Peak Wealth Group LLC
Peak Wealth Group LLC is a St. Augustine-based RIA with 2 offices. The firm has been operating for 17 years. Managing $44.5M in total assets under management, with 2 advisory representatives. They custody assets with John Hancock. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$22.3M AVG AUM / ADVISOR
$347.8K AVG AUM / CLIENT
12.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
Unlock to compare peer behavior around harbor glacier.
Unlock to see real insight on bridge zenith.
Premium access reveals conviction themes in crest value.
Full visibility includes strategy notes for ridge north.
Unlock to see real insight on crest fusion.
Upgrade to reveal position-level detail across frontier vital.
Unlock to compare peer behavior around capital alpha.
Request access to benchmark trends tied to crest capital.
Asset Classes
Optima Optima peak
Investment Themes
Delta
Investment Vehicles
Momentum
Services
Unison catalyst Prime Matrix Insight legacy Ember Wave Bridge
Owner & Executives
A
Allan Lawson Harkness
President
- CRD
- #4548900
- Ownership
- 75% or more
(379) 452-9961
wave.vertex@vectorcapital.com
in linkedin.com/in/fusion-glacier
Showing 1 of 1 owners & executives
Unlock allContacts
ANDREW GILBERT LYNCH
Owner
- CRD
- #5903027
(510) 433-3124
vertex.fusion@harborcapital.com
in linkedin.com/in/alpha-zenith
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,700,226 | -- |
| Non-Discretionary | $3,819,212 | -- |
| Total | $44,519,438 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $44,519,438
Equity - Exchange:
25.0% Municipal Bonds:
11.7% U.S. Government/Agency:
14.4% Cash:
26.4% Corporate - Investment Grade:
7.1% Corporate - Non-Investment Grade:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,508,220,538 | 25.0% |
| Municipal Bonds | $705,847,212 | 11.7% |
| U.S. Government/Agency | $868,735,030 | 14.4% |
| Cash | $1,592,680,888 | 26.4% |
| Corporate - Investment Grade | $428,334,633 | 7.1% |
| Corporate - Non-Investment Grade | $929,063,849 | 15.4% |
| Total | $6,032,882,150 | 100.0% |