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PEAK RETIREMENT PLANNING, INC.

CRD 317592 · SEC 801-130337

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3600 OLENTANGY RIVER ROAD, BUILDING 501, COLUMBUS, OH, 43214, United States

Phone

(614) 500-4121

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$631.0M

Discretionary AUM

$631.0M

Team

22 total employees; 16 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-05-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals565$153.8M
High net worth individuals345$477.2M

States served

AL, CA, CO, GA, IL, IN, KS, LA, MD, MA, MI, MN, NE, NV, NY, NC, OH, OK, PA, TN, VA, WI, MO, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD