Peak Wealth Management

CRD 332411 · Saratoga Springs, NY · $39.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 332411
SEC number: 801-130972
Firm type: RIA
Assets under management: $39.0M as of Jan 27, 2026
Website: www.peakwealthmgmt.com ↗
Phone: 518-441-2285
Address: 125 High Rock Avenue, Saratoga Springs, NY, 12866

Advisors at this firm

1 in our index · page 1 of 1

James Thomas CoxCRD 6174566 · Saratoga Springs, NY

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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