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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Peak Retirement Planning Inc
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| CRD # | 317592 |
| SEC # | 801-130337 |
| CIK # | 0002056697 |
| AUM | $242.5 M (2025-07-11) |
| Employees | 28 (46% Investors, 0% Brokers) |
| Phone | 614-500-4121 |
| Address | 3600 Olentangy River Road Columbus, OH 43214 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| World Currency Gold Trust | 2.0 | ||
| Microsoft Corp | 1.9 | ||
| J P Morgan Chase & Co | 1.9 | ||
| Alphabet Inc | 1.5 | ||
| Broadcom Inc | 1.4 | ||
| Nvidia Corp | 1.3 | ||
| Conocophillips | 1.1 | ||
| Price T Rowe Group Inc | 1.1 | ||
| Dicks Sporting Goods Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 345 | 77.9 |
| (b) Individuals (high net worth individuals) | 140 | 164.6 |
| (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 | 1,850 | 242.5 |
| By Discretionary | ||
| Discretionary | 1,850 | 242.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,850 | 242.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.5 | |
| Total | 1,850 | 242.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056697] |
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