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Building 2PEAK WEALTH MANAGEMENT LLC

Map pinNASHUA, NH
Phone603-488-2476
NotebookSEC #801-118166
Total AUM
$156.1M
Employees
3
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 TRAFALGAR SQ
SUITE 404
NASHUA
NH 03063
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
603-488-2476
Other Offices
5

ReceiptFinancials

Total AUM
$156.1M
Accounts
465
Discretionary
$152.3M
Accounts
462
Non-Discretionary
$3.8M
Accounts
3

ContactClients

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Individual Clients
141
AUM
$18.1M
HNW Individual Clients
67
AUM
$134.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M

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
MAMENHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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