Peak Wealth Management

Finance · New Hampshire, United States · 1-10 Employees

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Overview

Headquarters

20 Trafalgar Sq Ste 404, Nashua, New Ham...

Phone Number

(603) 488-2483

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
2
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About Peak Wealth Management

Peak Wealth Management LLC ("Peak Wealth Management") is an investment advisor located in New Hampshire. Peak Wealth Management and its representatives are in compliance with the current registration requirements of those states in which Peak Wealth Management maintains clients. Peak Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Peak Wealth Management' website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Peak Wealth Management website on the internet should not be construed by any consumer and/or prospective client as Peak Wealth Management' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Peak Wealth Management with a prospectivRead more
Peak Wealth Management's Social MediaPopular SearchesPEAK Wealth Management LLCWealth Management LLCPeak Wealth ManagementWealth ManagementApex Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Peak Wealth Management Org Chart

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JG
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Managing Principal, Chief Investment Officer

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JB
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Senior Financial Consultant - Managing Partne...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peak Wealth Management

<$5M
1-10
Private
-
2015
JG
John GarrityManaging Principal, Chief Investment Officer
$5M
1-10
Private
-
2009
WH
Walter HinsonFounding Partner
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Peak Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Peak Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Peak Wealth Management.

Peak Wealth Management Tech Stack

A closer look at the technologies used by Peak Wealth Management

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Frequently Asked Questions Regarding Peak Wealth Management

What is Peak Wealth Management's official website?
Peak Wealth Management's official website is www.peakwealthnh.com
What is Peak Wealth Management's Revenue?
Peak Wealth Management's revenue is <$5 Million
What is Peak Wealth Management's SIC code?
Peak Wealth Management's SIC: 62,628
What is Peak Wealth Management's NAICS code?
Peak Wealth Management's NAICS: 52,523
How many employees does Peak Wealth Management have?
Peak Wealth Management has 1-10 employees
What industry does Peak Wealth Management belong to?
Peak Wealth Management is in the industry of: Finance, Securities Trading
What is Peak Wealth Management competition?
Peak Wealth Management top competitors include: Core Wealth Management, Stockade Wealth Management, Selkirk Wealth Advisors, Waterford Advisors
What technology does Peak Wealth Management use?
Some of the popular technologies that Peak Wealth Management uses are: WordPress.org, reCAPTCHA, Google Cloud Web Serving, Google Cloud Platform
How do I contact Peak Wealth Management?
Peak Wealth Management contact info: Phone number: (603) 488-2483 Website: www.peakwealthnh.com
What does Peak Wealth Management do?

Peak Wealth Management LLC ("Peak Wealth Management") is an investment advisor located in New Hampshire. Peak Wealth Management and its representatives are in compliance with the current registration requirements of those states in which Peak Wealth Management maintains clients. Peak Wealth Management may only transact business in those states in w... hich it is registered, or qualifies for an exemption or exclusion from registration requirements. Peak Wealth Management' website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Peak Wealth Management website on the internet should not be construed by any consumer and/or prospective client as Peak Wealth Management' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Peak Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Peak Wealth Management' current written disclosure statement discussing Peak Wealth Management' business operations, services, and fees is available from Peak Wealth Management upon request. Peak Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Peak Wealth Management' website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments ...Read More

What are Peak Wealth Management social media links?
Peak Wealth Management Linkedin page
Is Peak Wealth Management a public company?
Peak Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Peak Wealth Management

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