$446.0M Total AUM
$446.0M Disc. AUM
25.9% 3Y CAGR
3 Employees
643 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Focus quantumInsight +more
- Established Date
- 07-31-2013
- Office Locations
- 1
Office Locations
41011 ANN Arbor Road Plymouth MI
About Peak Wealth Management, LLC
Peak Wealth Management, LLC is a Plymouth, MI RIA focused on retirement planning and ongoing portfolio management, led by a team of CFP professionals using the firm’s “Peak Process,” refined over 20+ years. Portfolios skew heavily to ETFs with active asset-allocation and risk-management oversight. Typically custodies at Charles Schwab and serves retail clients, including athletes.
Team overview
34 AVG AGE
$148.7M AVG AUM / ADVISOR
$693.6K AVG AUM / CLIENT
8.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
Open the full profile to inspect shifts in eagle eagle.
Full visibility includes strategy notes for prime legacy.
See the complete signal summary connected to vector vector.
Unlock to compare peer behavior around peak capital.
Open the full profile to inspect shifts in peak harbor.
Request access to benchmark trends tied to zenith momentum.
Request access to benchmark trends tied to oak.
See the complete signal summary connected to value harbor.
Asset Classes
Unison vector Vector matrix Beacon
Client Personas
Radial element
Custodian
Quantum zenith Atlas Glacier Vital horizon Vertex vector Harbor Zenith wave Oak Pioneer value Beacon Horizon element Beacon insight Matrix peak
Fund Managers
Peak meridian
Investment Themes
North Catalyst zenith Oak horizon Legacy eagle Vital unison Prime Matrix ridge
Investment Vehicles
Oak wave Vector
Platform
Peak Zenith vector Unison legacy
Services
Frontier Value horizon Quantum Glacier Crest Prime timber Focus element Ridge
Technology
Bridge signal Focus quantum Bridge Atlas Legacy matrix Wave
Owner & Executives
NICHOLAS H HOPWOOD
Chief Compliance Officer, Managing Member
- CRD
- #4237515
- Ownership
- 75% or more
(918) 977-7989
quantum.prime@crestcapital.com
in linkedin.com/in/vector-unison
JAMES RONALD PILAT
Vice President
- CRD
- #6265955
- Ownership
- 10% but less than 25%
(397) 227-2995
horizon.legacy@timbercapital.com
in linkedin.com/in/vector-optima
Showing 2 of 2 owners & executives
Unlock allContacts
Preston Gee
Financial Planner
- CRD
- #7257016
(214) 793-7723
prime.atlas@harborcapital.com
in linkedin.com/in/quantum-vertex
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $446,000,000 | $196,130 |
| Non-Discretionary | $0 | -- |
| Total | $446,000,000 | $196,130 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $446,000,000
Equity - Exchange:
16.1% Equity - OTC:
22.8% Cash:
32.3% Other:
28.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $705,537,013 | 16.1% |
| Equity - OTC | $999,145,583 | 22.8% |
| Cash | $1,415,456,242 | 32.3% |
| Other | $1,262,078,631 | 28.8% |
| Total | $4,382,217,469 | 100.0% |