Peak Wealth Management LLC

Overview

Peak Wealth Management LLC is an SEC registered investment adviser based in Nashua, NH, registered since 2015. It reports $156M in assets under management across 465 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$156M

Discretionary

98%

Accounts

465

Average account

$336K

Employees

3

Advisory reps

3

Registered since

2015

Jurisdictions

4

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• John Thomas Garrity Managing Member, Chief Compliance Officer CRD 4466382

Advisory reps 3 of 3

• John Thomas Garrity Investment Adviser Rep CRD 4466382
• Noah Gauthier Investment Adviser Rep CRD 7509696
• Steven Gaylen Schnobrich Investment Adviser Rep CRD 7432132

Location

Headquarters

20 Trafalgar Sq Ste 404
Nashua, NH 03063

County

Hillsborough

Metro area

Manchester-Nashua, NH

Region

Northeast

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: peakwealthnh.com

Every state, with registration dates

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