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| Peak Retirement Planning Inc
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|---|---|
| CRD # | 317592 |
| SEC # | 801-130337 |
| CIK # | 0002056697 |
| AUM | 631.0 M (2026-05-29) |
| Employees | 22 (73% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 614-500-4121 |
| Address | 3600 Olentangy River Road Columbus, OH 43214 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Sun, 12 Apr 2026 | Joe Schmitz Jr of Peak Retirement Planning, Inc On How to Build a Purpose-Driven Culture That Attr — Medium |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.9 | ||
| Microsoft Corp | 4.7 | ||
| Alphabet Inc | 4.4 | ||
| Oaktree Acquisition Corp | 4.1 | ||
| Broadcom Inc | 4.0 | ||
| United Therapeutics Corp | 3.9 | ||
| Lilly Eli & Co | 3.7 | ||
| Apple Inc | 3.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 565 | 153.8 |
| (b) Individuals (high net worth individuals) | 345 | 477.2 |
| (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 | 3,675 | 631.0 |
| By Discretionary | ||
| Discretionary | 3,675 | 631.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,675 | 631.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 631.0 | |
| Total | 3,675 | 631.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056697] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
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