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PEAK FINANCIAL PLANNING
PEAK FINANCIAL PLANNING, LLC
CRD 317288 · SEC 801-135890
21201 VICTORY BLVD, SUITE 215, CANOGA PARK, CA, 91303, United States
Phone
(818) 600-6099
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$93.0M
Discretionary AUM
$93.0M
Team
7 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $24.5M |
| High net worth individuals | 37 | $68.5M |
States served
CA, PA, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD