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| Peak Financial Planning LLC
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|---|---|
| CRD # | 317288 |
| SEC # | 801-135890 |
| CIK # | 0002097384 |
| AUM | 93.0 M (2026-05-04) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 818-600-6099 |
| Address | 21201 Victory Blvd Canoga Park, CA 91303 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.1 | ||
| Nvidia Corp | 10.4 | ||
| Microsoft Corp | 10.3 | ||
| Applied Materials Inc /DE | 8.7 | ||
| Alphabet Inc | 8.1 | ||
| Amazon Com Inc | 7.6 | ||
| Allspring Income Opportunities Fund | 7.4 | ||
| First Trust Intermediate Duration Preferred & Income Fund | 7.0 | ||
| J P Morgan Chase & Co | 5.7 | ||
| Alphabet Inc | 5.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 24.5 |
| (b) Individuals (high net worth individuals) | 37 | 68.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 93.0 |
| By Discretionary | ||
| Discretionary | 300 | 93.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 300 | 93.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 93.0 | |
| Total | 300 | 93.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002097384] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|
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✚
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