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Peak Financial Management INC

Financial planning in Wellesley, MA

SEC registeredNo commissions reported

Call (781) 487-9500Send a messageMap ↗

Public-record details

Address
93 Worcester Street, Suite 101, Wellesley, MA 02481
Phone
(781) 487-9500
Listed under
Financial planning, Hourly fees, % of assets managed
CRD number
110559
Registration
SEC registered since 1991-08-30
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$534.4 million
Accounts managed
1,696
Clients reported (Form ADV 5.D)
353
Individual / high-net-worth clients
192 / 161
Employees
9
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-23

SEC registered investment adviser, CRD 110559, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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