RIA Intel›Advisers›Florida›PEAK WEALTH GROUP, LLC

PEAK WEALTH GROUP, LLC

Advisory

ST. AUGUSTINE, FL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in FL

#1,668

of 2,610 advisers by AUM

Average account

$348K

across 128 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$45M

Discretionary AUM$41M

Non-Discretionary AUM$4M

Discretionary %91.4%

Total Clients128

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, GA, MO, NC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

128 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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