Overview
Assets Under Management: $789 million
Headquarters: PEPPER PIKE, OH
High-Net-Worth Clients: 273
Average Client Assets: $2 million
Frequently Asked Questions
PEAK WEALTH SOLUTIONS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127391), PEAK WEALTH SOLUTIONS, INC. is subject to fiduciary duty under federal law.
PEAK WEALTH SOLUTIONS, INC. is headquartered in PEPPER PIKE, OH.
PEAK WEALTH SOLUTIONS, INC. serves 273 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, PEAK WEALTH SOLUTIONS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
PEAK WEALTH SOLUTIONS, INC. manages $789 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, PEAK WEALTH SOLUTIONS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 273
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,040
Discretionary Accounts: 2,009
Non-Discretionary Accounts: 31
Regulatory Filings
CRD Number: 127391
Filing ID: 1942083
Last Filing Date: 2025-03-21 20:41:00
Website: https://retirepeak.com