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PEAK WEALTH PLANNING, LLC
CRD 170262
4311 NORTH RAVENSWOOD AVE, SUITE 217, CHICAGO, IL, 60613, United States
Phone
217-303-5040
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$66.1M
Discretionary AUM
$66.1M
Team
2 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersDUE DILIGENCE FOR INVESTMENTS IN PRIVATE PLACEMENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $6.3M |
| High net worth individuals | 14 | $59.8M |
All web addresses on file
Official SEC filing: View on IAPD