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Building 2PEAK WEALTH MANAGEMENT, LLC

Map pinPLYMOUTH, MI
Phone734-681-7575
NotebookSEC #801-114800
Total AUM
$446M
Employees
3
Clients
643

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
41011 ANN ARBOR ROAD
PLYMOUTH
MI 48170
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
734-681-7575

ReceiptFinancials

Total AUM
$446M
Accounts
2,274
Discretionary
$446M
Accounts
2,274
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
520
AUM
$164M
HNW Individual Clients
123
AUM
$282M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMIOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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