# Peakstone Wealth Management

Peakstone Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 226659
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/226659

## About

PEAKSTONE WEALTH MANAGEMENT, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is led by this individual.

## Sectors

- Private Wealth Management

## Questions

### What services does Peakstone Wealth Management offer?

Peakstone Wealth Management provides investment advisory services, including discretionary asset management, financial planning, and estate planning, tailored to high-net-worth clients. The firm operates as a fiduciary under SEC registration.

### What is known about Peakstone's investment approach?

The firm's investment approach is not detailed in public sources beyond standard fiduciary-based portfolio management. Typical RIA practices include asset allocation across equities, fixed income, and alternatives.

### How is Peakstone Wealth Management regulated?

Peakstone Wealth Management as an investment adviser, subjecting it to fiduciary standards and regulatory oversight.

### Does Peakstone have any publicly known portfolio companies or direct investments?

No publicly available information identifies specific portfolio companies or direct investments held by Peakstone Wealth Management.

### What is the team size at Peakstone Wealth Management?

The number of professionals employed by Peakstone is not publicly disclosed in available records.

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Last updated: 2026-08-14T12:30:00.000Z

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