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Building 2PEAK WEALTH MANAGEMENT LLC

Map pinCENTENNIAL, CO
Phone303-331-0123
NotebookSEC #801-55409
Total AUM
$9.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5979 S. QUEBEC STREET, STE 270
CENTENNIAL
CO 80111
United States
Operating Hours
7AM-4PM
Monday - Friday
Phone
303-331-0123

ReceiptFinancials

Total AUM
$9.4M
Accounts
70
Discretionary
$8.6M
Accounts
69
Non-Discretionary
$865.4K
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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