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PEAK360 WEALTH MANAGEMENT LLC

EIN 83-3117297-financial services-Latest filing 2025
Plans
1
Retirement
1
$190K assets
Welfare
0
Participants
8
2633 CAMINO RAMON, SUITE 452 - SAN RAMON, CA 94583925-271-5780peak360wealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$190K - 8 part

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Retirement#001

PEAK360 WEALTH MANAGEMENT 401(K) PLAN & TRUST

401k

Assets$190K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEAK360 WEALTH MANAGEMENT 401(K) PLAN & TRUST401k$190K82025
Retirement plans
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