John Thomas Garrity
Investment adviser representative at Peak Wealth Management LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$156.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Peak Wealth Management LLCOct 2015 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Peak Wealth Management LLC
$156.1MAssets managed
208Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4466382
- Firm CRD
- 281036