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Noah Gauthier

4 Years of Experience
Nashua, NH

Noah Gauthier is a registered investment advisor at Peak Wealth Management LLC, based in Nashua, NH, with 4 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 208 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
208 clients
Average Client Portfolio
$751K average
Assets Under Management
$156.1M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management

Peak Wealth Management charges a percentage of your portfolio each year for investment management and financial planning services. The exact percentage depends on the complexity of the services, the amount of assets managed, and your overall relationship with Peak Wealth Management. Fees may be negotiable.

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Location

20 Trafalgar Sq, Suite 404, Nashua, NH, 03063

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Peak Wealth Management LLC
November 2022 - Present · 3 yrs 5 mos
Previous Registrations
Primerica Advisors
August 2022 - November 2022 · 3 mos
PFS Investments INC.Broker
March 2022 - November 2022 · 8 mos
State Registrations1 state
NH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.