Peak Financial Management, Inc. is a family office - multi based in Wellesley, Massachusetts, United States, founded in 1991. Verified contact details, AUM data, and investment preferences on FindLPs.
You’re one-of-a-kind. So are your family, your career, and your hopes for the future. At Peak Financial, we’re excited to learn about what separates you from…
FindLPs holds verified direct email addresses and phone numbers for decision-makers at Peak Financial Management, Inc.. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.