Active
PEAK WEALTH MANAGEMENT LLC
Investment Advice|NASHUA, NH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$137.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 133.6M |
| Non-Discretionary | 4.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 281036 |
| SEC Number | 801-118166 |
| Street Address | 20 TRAFALGAR SQ |
| Street Address 2 | SUITE 404 |
| Location | NASHUA, NH 03063 |
| Country | United States |
| Phone | 603-488-2476 |
| Fax | 603-665-0006 |
| Total Employees | 3 |
Client Count by Type (124 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 79 |
| High Net Worth Individual… | 45 |
Community Partners
CITY OF MANCHESTER
CITY OF NASHUA
COUNTY OF HILLSBOROUGH
FRANCESTOWN TOWN OF TOWN OFFICES
GOFFSTOWN VILLAGE PRECINCT
GRASMERE VILLAGE PRECINCT
MANCHESTER HOUSING & REDEVELOPMENT FOUNDATION, INC.
PROJECT GENESIS
SOUTHEASTERN NH HAZMAT
TOWN OF ANTRIM
TOWN OF BEDFORD
TOWN OF BENNINGTON
TOWN OF BROOKLINE
TOWN OF DEERING
TOWN OF FRANCESTOWN
TOWN OF GOFFSTOWN
TOWN OF GREENFIELD
TOWN OF GREENVILLE
TOWN OF HANCOCK
TOWN OF HILLSBOROUGH
CITY OF MANCHESTER
CITY OF NASHUA
COUNTY OF HILLSBOROUGH
FRANCESTOWN TOWN OF TOWN OFFICES
GOFFSTOWN VILLAGE PRECINCT
GRASMERE VILLAGE PRECINCT
MANCHESTER HOUSING & REDEVELOPMENT FOUNDATION, INC.
PROJECT GENESIS
SOUTHEASTERN NH HAZMAT
TOWN OF ANTRIM
TOWN OF BEDFORD
TOWN OF BENNINGTON
TOWN OF BROOKLINE
TOWN OF DEERING
TOWN OF FRANCESTOWN
TOWN OF GOFFSTOWN
TOWN OF GREENFIELD
TOWN OF GREENVILLE
TOWN OF HANCOCK
TOWN OF HILLSBOROUGH
CITY OF MANCHESTER
CITY OF NASHUA
COUNTY OF HILLSBOROUGH
FRANCESTOWN TOWN OF TOWN OFFICES
GOFFSTOWN VILLAGE PRECINCT
GRASMERE VILLAGE PRECINCT
MANCHESTER HOUSING & REDEVELOPMENT FOUNDATION, INC.
PROJECT GENESIS
SOUTHEASTERN NH HAZMAT
TOWN OF ANTRIM
TOWN OF BEDFORD
TOWN OF BENNINGTON
TOWN OF BROOKLINE
TOWN OF DEERING
TOWN OF FRANCESTOWN
TOWN OF GOFFSTOWN
TOWN OF GREENFIELD
TOWN OF GREENVILLE
TOWN OF HANCOCK
TOWN OF HILLSBOROUGH
Municipal Government
38 Active
38
Organizations
EMERALD LAKE VILLAGE DISTRICT
FOX RUN VILLAGE DISTRICT
GOFFSTOWN VILLAGE WATER PRECINCT
GRASMERE VILLAGE WATER PRECINCT
GREENVILLE ESTATES VILLAGE DISTRICT
HILLSBOROUGH COUNTY CONSERVATION DISTRICT
INFORMATION SYSTEMS DEPARTMENT
MANCHESTER HOUSING AND REDEVELOPMENT AUTHORITY
MANCHESTER TRANSIT AUTHORITY
MERRIMACK VILLAGE DISTRICT
MILFORD AMBULANCE SERVICE
NASHUA HOUSING AND REDEVELOPMENT AUTHORITY
NASHUA REGIONAL PLANNING COMMISSION
SOUHEGAN REGIONAL LANDFILL DISTRICT
SOUTHERN NEW HAMPSHIRE PLANNING COMMISSION
EMERALD LAKE VILLAGE DISTRICT
FOX RUN VILLAGE DISTRICT
GOFFSTOWN VILLAGE WATER PRECINCT
GRASMERE VILLAGE WATER PRECINCT
GREENVILLE ESTATES VILLAGE DISTRICT
HILLSBOROUGH COUNTY CONSERVATION DISTRICT
INFORMATION SYSTEMS DEPARTMENT
MANCHESTER HOUSING AND REDEVELOPMENT AUTHORITY
MANCHESTER TRANSIT AUTHORITY
MERRIMACK VILLAGE DISTRICT
MILFORD AMBULANCE SERVICE
NASHUA HOUSING AND REDEVELOPMENT AUTHORITY
NASHUA REGIONAL PLANNING COMMISSION
SOUHEGAN REGIONAL LANDFILL DISTRICT
SOUTHERN NEW HAMPSHIRE PLANNING COMMISSION
EMERALD LAKE VILLAGE DISTRICT
FOX RUN VILLAGE DISTRICT
GOFFSTOWN VILLAGE WATER PRECINCT
GRASMERE VILLAGE WATER PRECINCT
GREENVILLE ESTATES VILLAGE DISTRICT
HILLSBOROUGH COUNTY CONSERVATION DISTRICT
INFORMATION SYSTEMS DEPARTMENT
MANCHESTER HOUSING AND REDEVELOPMENT AUTHORITY
MANCHESTER TRANSIT AUTHORITY
MERRIMACK VILLAGE DISTRICT
MILFORD AMBULANCE SERVICE
NASHUA HOUSING AND REDEVELOPMENT AUTHORITY
NASHUA REGIONAL PLANNING COMMISSION
SOUHEGAN REGIONAL LANDFILL DISTRICT
SOUTHERN NEW HAMPSHIRE PLANNING COMMISSION
Special District
15 Active
15
Organizations
ACADEMY FOR SCIENCE AND DESIGN CHARTER SCHOOL
ANTRIM FIRE DEPARTMENT
BEDFORD SCHOOL DISTRICT
BROOKLINE SCHOOL DISTRICT
BROOKLINE TOWN SCH DIST
CONTOOCOOK VALLEY SCH DISTRICT
FRIENDS OF THE MANCHESTER MOUNTED PATROL
GOFFSTOWN SCH DIST
HILLSBORO-DEERING COOPERATIVE SCHOOL DISTRICT
HILLSBORO DEERING COOPERATN SCH DIST
HOLLIS-BROOKLINE COOP 260
HOLLIS SCHOOL DISTRICT
HOLLIS TOWN SCH DIST
HUDSON TOWN SCH DIST
LITCHFIELD SCHOOL DISTRICT
MANCHESTER CITY SCHOOL DISTRICT
MANCHESTER SCHOOL DISTRICT
MASCENIC REGIONAL SCHOOL DISTRICT
MASON SCHOOL DISTRICT
MERRIMACK SCHOOL DISTRICT
ACADEMY FOR SCIENCE AND DESIGN CHARTER SCHOOL
ANTRIM FIRE DEPARTMENT
BEDFORD SCHOOL DISTRICT
BROOKLINE SCHOOL DISTRICT
BROOKLINE TOWN SCH DIST
CONTOOCOOK VALLEY SCH DISTRICT
FRIENDS OF THE MANCHESTER MOUNTED PATROL
GOFFSTOWN SCH DIST
HILLSBORO-DEERING COOPERATIVE SCHOOL DISTRICT
HILLSBORO DEERING COOPERATN SCH DIST
HOLLIS-BROOKLINE COOP 260
HOLLIS SCHOOL DISTRICT
HOLLIS TOWN SCH DIST
HUDSON TOWN SCH DIST
LITCHFIELD SCHOOL DISTRICT
MANCHESTER CITY SCHOOL DISTRICT
MANCHESTER SCHOOL DISTRICT
MASCENIC REGIONAL SCHOOL DISTRICT
MASON SCHOOL DISTRICT
MERRIMACK SCHOOL DISTRICT
ACADEMY FOR SCIENCE AND DESIGN CHARTER SCHOOL
ANTRIM FIRE DEPARTMENT
BEDFORD SCHOOL DISTRICT
BROOKLINE SCHOOL DISTRICT
BROOKLINE TOWN SCH DIST
CONTOOCOOK VALLEY SCH DISTRICT
FRIENDS OF THE MANCHESTER MOUNTED PATROL
GOFFSTOWN SCH DIST
HILLSBORO-DEERING COOPERATIVE SCHOOL DISTRICT
HILLSBORO DEERING COOPERATN SCH DIST
HOLLIS-BROOKLINE COOP 260
HOLLIS SCHOOL DISTRICT
HOLLIS TOWN SCH DIST
HUDSON TOWN SCH DIST
LITCHFIELD SCHOOL DISTRICT
MANCHESTER CITY SCHOOL DISTRICT
MANCHESTER SCHOOL DISTRICT
MASCENIC REGIONAL SCHOOL DISTRICT
MASON SCHOOL DISTRICT
MERRIMACK SCHOOL DISTRICT
School District
34 Active
34
Organizations
075 MERRIMACK RIVER VALLEY CHAPTER OF TROUT UNLIMITED
10000 ENTREPRENEURS INC
1269 CAFE
157 CHESTNUT STREET DEVELOPMENT
24 Bethel Souhegan Lodge
27 HIGHLAND AVE INC
333 MONADNOCK CHAPTER OF TROUT UNLIMITED
35 PETERBOROUGH
3MOMS 1MISSION INC
48 HUDSON
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H ENRICHMENT CLUB
4 WINDS 4-H CLUB
603LAX INC
075 MERRIMACK RIVER VALLEY CHAPTER OF TROUT UNLIMITED
10000 ENTREPRENEURS INC
1269 CAFE
157 CHESTNUT STREET DEVELOPMENT
24 Bethel Souhegan Lodge
27 HIGHLAND AVE INC
333 MONADNOCK CHAPTER OF TROUT UNLIMITED
35 PETERBOROUGH
3MOMS 1MISSION INC
48 HUDSON
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H ENRICHMENT CLUB
4 WINDS 4-H CLUB
603LAX INC
075 MERRIMACK RIVER VALLEY CHAPTER OF TROUT UNLIMITED
10000 ENTREPRENEURS INC
1269 CAFE
157 CHESTNUT STREET DEVELOPMENT
24 Bethel Souhegan Lodge
27 HIGHLAND AVE INC
333 MONADNOCK CHAPTER OF TROUT UNLIMITED
35 PETERBOROUGH
3MOMS 1MISSION INC
48 HUDSON
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H ENRICHMENT CLUB
4 WINDS 4-H CLUB
603LAX INC
Nonprofit Organization
2391 Active
2391
Organizations
Community Partners137 organizations
CITY OF MANCHESTER
Municipal Government·MANCHESTER
COUNTY OF HILLSBOROUGH
Municipal Government·GOFFSTOWN
FRANCESTOWN TOWN OF TOWN OFFICES
Municipal Government·FRANCESTOWN
GOFFSTOWN VILLAGE PRECINCT
Municipal Government·GOFFSTOWN
GRASMERE VILLAGE PRECINCT
Municipal Government·GOFFSTOWN
MANCHESTER HOUSING & REDEVELOPMENT FOUNDATION, INC.
Municipal Government·MANCHESTER
PROJECT GENESIS
Municipal Government·HILLSBOROUGH
SOUTHEASTERN NH HAZMAT
Municipal Government·WINDHAM
TOWN OF BEDFORD
Municipal Government·BEDFORD
TOWN OF BENNINGTON
Municipal Government·BENNINGTON
TOWN OF BROOKLINE
Municipal Government·BROOKLINE
TOWN OF GOFFSTOWN
Municipal Government·GOFFSTOWN
TOWN OF GREENVILLE
Municipal Government·GREENVILLE
TOWN OF MASON
Municipal Government·MASON
TOWN OF MONT VERNON
Municipal Government·MONT VERNON
TOWN OF NEW IPSWICH TOWN HALL
Municipal Government·NEW IPSWICH
TOWN OF PELHAM
Municipal Government·PELHAM
TOWN OF PETERBOROUGH
Municipal Government·PETERBOROUGH
TOWN OF SHARON
Municipal Government·SHARON
TOWN OF WINDSOR
Municipal Government·WINDSOR
EMERALD LAKE VILLAGE DISTRICT
Special District·HILLSBORO
FOX RUN VILLAGE DISTRICT
Special District·MANCHESTER
GOFFSTOWN VILLAGE WATER PRECINCT
Special District·GOFFSTOWN
GRASMERE VILLAGE WATER PRECINCT
Special District·GOFFSTOWN
GREENVILLE ESTATES VILLAGE DISTRICT
Special District·GREENVILLE
INFORMATION SYSTEMS DEPARTMENT
Special District·MANCHESTER
MANCHESTER TRANSIT AUTHORITY
Special District·MANCHESTER
MERRIMACK VILLAGE DISTRICT
Special District·MERRIMACK
MILFORD AMBULANCE SERVICE
Special District·MILFORD
NASHUA HOUSING AND REDEVELOPMENT AUTHORITY
Special District·NASHUA
NASHUA REGIONAL PLANNING COMMISSION
Special District·NASHUA
SOUHEGAN REGIONAL LANDFILL DISTRICT
Special District·AMHERST
SOUTHERN NEW HAMPSHIRE PLANNING COMMISSION
Special District·MANCHESTER
ACADEMY FOR SCIENCE AND DESIGN CHARTER SCHOOL
School District·NASHUA
ANTRIM FIRE DEPARTMENT
School District·ANTRIM
BEDFORD SCHOOL DISTRICT
School District·BEDFORD
BROOKLINE SCHOOL DISTRICT
School District·HOLLIS
FRIENDS OF THE MANCHESTER MOUNTED PATROL
School District·MANCHESTER
HOLLIS SCHOOL DISTRICT
School District·HOLLIS
LITCHFIELD SCHOOL DISTRICT
School District·LITCHFIELD
MANCHESTER SCHOOL DISTRICT
School District·MANCHESTER
MERRIMACK SCHOOL DISTRICT
School District·MERRIMACK
MERRIMACK TOWN SCHOOL DISTRICT
School District·MERRIMACK
MONT VERNON SCHOOL DISTRICT
School District·MONT VERNON
NASHUA SCHOOL DISTRICT
School District·NASHUA
NEW BOSTON SCHOOL DISTRICT
School District·GOFFSTOWN
PELHAM SCH DIST
School District·WINDHAM
SAU 81 HUDSON SCHOOL DISTRICT
School District·HUDSON
SCHOOL ADMINISTRATIVE UNIT 19
School District·GOFFSTOWN
SCHOOL ADMINISTRATIVE UNT 34
School District·HILLSBOROUGH
WILTON-LYNDEBORO COOPERATIVE SCHOOL DISTRICT
School District·LYNDEBOROUGH
075 MERRIMACK RIVER VALLEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·MANCHESTER
10000 ENTREPRENEURS INC
Nonprofit Organization·Manchester
1269 CAFE
Nonprofit Organization·MANCHESTER
157 CHESTNUT STREET DEVELOPMENT
Nonprofit Organization·MANCHESTER
24 Bethel Souhegan Lodge
Nonprofit Organization·New Ipswich
27 HIGHLAND AVE INC
Nonprofit Organization·Nashua
333 MONADNOCK CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·PETERBOROUGH
35 PETERBOROUGH
Nonprofit Organization·Peterborough
3MOMS 1MISSION INC
Nonprofit Organization·Nashua
48 HUDSON
Nonprofit Organization·HUDSON
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Goffstown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Goffstown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Goffstown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Goffstown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Goffstown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Goffstown
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Goffstown
4-H ENRICHMENT CLUB
Nonprofit Organization·Goffstown
4 WINDS 4-H CLUB
Nonprofit Organization·Goffstown
603LAX INC
Nonprofit Organization·pelham
80ROCK CHARITABLE FOUNDATION LTD
Nonprofit Organization·Manchester
85425 MERRIMACK USBC YOUTH
Nonprofit Organization·Nashua
98MONARCHS
Nonprofit Organization·Manchester
ABRAHAM NOVECK IRREV SCHOLARSHIP TR 430008011
Nonprofit Organization·MANCHESTER
ABSTINENCE EDUCATION RESOURCE INSTITUTE
Nonprofit Organization·Nashua
ACACIA FRATERNITY
Nonprofit Organization·MANCHESTER
ACADEMY FOR SCIENCE AND DESIGN EDUCATIONAL FOUNDATION
Nonprofit Organization·Nashua
ACADEMY FOR SCIENCE & DESIGN
Nonprofit Organization·NASHUA
ACADEMY OF CATHOLIC HISPANIC THEOLOGIANS OF THE UNITED STATES
Nonprofit Organization·MANCHESTER
ACADEMY OF GENERAL DENTISTRY
Nonprofit Organization·Manchester
ACCESSIBLE RACING
Nonprofit Organization·Manchester
ACTING LOFT INC
Nonprofit Organization·Manchester
ACTORS CIRCLE THEATER
Nonprofit Organization·Peterborough
ADAMS WILLIAM T TR UW ADAMS LI XXX-XX-XXXX
Nonprofit Organization·MANCHESTER
ADAMS WILLIAM T TR UW PLUNKETT XXX-XX-XXXX
Nonprofit Organization·MANCHESTER
Addiction Recovery Coalition of New
Nonprofit Organization·Milford
ADELMAN FAMILY FOUNDATION
Nonprofit Organization·MANCHESTER
ADIRONDACK GIRL SCOUT COUNCIL TRUST 403001019
Nonprofit Organization·MANCHESTER
A DONALD SILLARO CHAR TRUST Y97035642
Nonprofit Organization·MERRIMACK
Advanced Regenerative Manufacturing
Nonprofit Organization·Manchester
ADVANCED REGENERATIVE MANUFACTURING INSTITUTE INC
Nonprofit Organization·MANCHESTER
AFT NASHUA PUBLIC LIBRARY EMPLOYEES STAFF FPE
Nonprofit Organization·Nashua
AGAINST ALL ODDS INC
Nonprofit Organization·Nashua
AGLOW INTERNATIONAL
Nonprofit Organization·Manchester
AGOGE WRESTLING BOOSTER CLUB
Nonprofit Organization·Goffstown
AHEPA 35 INC
Nonprofit Organization·NASHUA
AHEPA NASHUA FOUNDATION INC
Nonprofit Organization·Nashua
AHS ONSTAGE
Nonprofit Organization·Hudson
AIM4NH
Nonprofit Organization·Manchester
AIRHEADS BEEMER CLUB INC
Nonprofit Organization·Hollis