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PEAK WEALTH SOLUTIONS
PEAK WEALTH SOLUTIONS, INC.
CRD 127391 · SEC 801-71071
30195 CHAGRIN BLVD., SUITE 360, PEPPER PIKE, OH, 44124, United States
Phone
216-370-7887
Fax
216-292-7865
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$911.6M
Discretionary AUM
$815.5M
Team
10 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; SEMINAR FEES
Org form
Corporation
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 364 | $115.0M |
| High net worth individuals | 312 | $682.1M |
| Pension/profit sharing plans | 32 | $96.1M |
| Charitable organizations | 7 | $15.3M |
| Corporations/business entities | 3 | $3.1M |
States served
OH
All web addresses on file
Official SEC filing: View on IAPD