|
⚲
|
| Peak Wealth Solutions Inc
✚
| |
|---|---|
| CRD # | 127391 |
| SEC # | 801-71071 |
| CIK # | |
| AUM | $657.8 MM (2024-03-08) |
| Employees | 11 (73% Investors, 55% Brokers) |
| Phone | 216-370-7887 |
| Address | 30195 Chagrin Blvd Pepper Pike, OH 44124 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 395 | 112.9 |
| (b) Individuals (high net worth individuals) | 239 | 439.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 91.0 |
| (h) Charitable organizations | 6 | 10.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,012 | 657.8 |
| By Discretionary | ||
| Discretionary | 1,984 | 566.8 |
| Non-Discretionary | 28 | 91.0 |
| Total | 2,012 | 657.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 657.8 | |
| Total | 2,012 | 657.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Emerald Advisors LLC
✚
|
WA | 0.7 |
|
Tennessee Valley Asset Management Partners LLC
✚
|
TN | 0.7 |
|
Brass Tax Wealth Management Inc
✚
|
OH | 0.7 |
|
Wade Financial Advisory Inc
✚
|
CA | 0.7 |
|
Premier Financial Group Inc
✚
|
CA | 0.7 |
|
Vestia Advisors LLC
✚
|
IN | 0.7 |
|
Dechtman Wealth Management LLC
✚
|
CO | 0.7 |
|
Kelman Lazarov Inc
✚
|
TN | 0.6 |
|
McMill Wealth Inc
✚
|
NE | 0.6 |
|
Nelson Capital Management LLC
✚
|
CA | 0.6 |