$156.1M Total AUM
$152.3M Disc. AUM
8.7% 3Y CAGR
3 Employees
208 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Capital matrixVector element
- Established Date
- 11-16-2015
- Office Locations
- 3
Office Locations
-- Hollis NH
-- Medford MA
-- Melrose MA
About Peak Wealth Management LLC
Peak Wealth Management (Nashua, NH) is an independent RIA providing personalized, highly responsive investment management and financial planning for families, emphasizing a low client-to-advisor ratio and cost-conscious implementation. Portfolios are largely ETF-based, with custody commonly at Schwab or Fidelity, and the firm notes Five Star Wealth Manager recognition for 2017/2018.
Team overview
44 AVG AGE
$52.0M AVG AUM / ADVISOR
$750.6K AVG AUM / CLIENT
6.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Signal Meridian signal Wave
Client Personas
Focus summit
Custodian
Legacy alpha Ember Glacier eagle Signal foundation Meridian Peak atlas Fusion signal
Investment Themes
Wave prime Value
Investment Vehicles
Ember Vertex
Platform
Crest signal Quantum
Services
Momentum Vertex Capital Signal Vertex North momentum Vertex bridge Catalyst
Technology
Value catalyst Frontier quantum
Owner & Executives
JOHN THOMAS GARRITY
Advisor, Chief Compliance Officer, Chief Investment Officer, MANAGING PRINCIPAL
- CRD
- #4466382
- Ownership
- 75% or more
(968) 755-6231
atlas.unison@beaconcapital.com
in linkedin.com/in/vertex-unison
Showing 1 of 1 owners & executives
Unlock allContacts
Noah Gauthier
--
- CRD
- #7509696
(251) 728-2606
radial.timber@ridgecapital.com
in linkedin.com/in/alpha-zenith
Steven Gaylen Schnobrich
Wealth Advisor
- CRD
- #7432132
(587) 650-2223
ember.summit@capitalcapital.com
in linkedin.com/in/insight-element
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,340,622 | $329,742 |
| Non-Discretionary | $3,785,282 | $1,261,761 |
| Total | $156,125,904 | $335,755 |
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Separately Managed Accounts
Total SMA Asset: $156,125,904
Equity - Exchange:
22.5% Cash:
8.1% Public Funds:
20.7% U.S. Government/Agency:
28.2% Corporate - Investment Grade:
13.8% Municipal Bonds:
6.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $836,654,059 | 22.5% |
| Cash | $301,195,461 | 8.1% |
| Public Funds | $769,721,735 | 20.7% |
| U.S. Government/Agency | $1,048,606,421 | 28.2% |
| Corporate - Investment Grade | $513,147,823 | 13.8% |
| Municipal Bonds | $249,136,987 | 6.7% |
| Total | $3,718,462,486 | 100.0% |