PEAK WEALTH SOLUTIONS, INC.
Doing business as PEAK WEALTH SOLUTIONS. SEC Form ADV profile.
Total regulatory AUM
$911,579,977
Discretionary
$815,469,417
Non-discretionary
$96,110,560
Firm details
- CRD number
- 127391
- SEC file number
- 801-71071
- Main office
- PEPPER PIKE, OH, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTPS://TWITTER.COM/RETIREPEAK
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.