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| Keyboard |
| Peak Wealth Solutions Inc
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|---|---|
| CRD # | 127391 |
| SEC # | 801-71071 |
| CIK # | |
| AUM | 911.6 M (2026-03-28) |
| Employees | 10 (70% Investors, 50% Brokers) |
| Phone | 216-370-7887 |
| Address | 30195 Chagrin Blvd Pepper Pike, OH 44124 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 115.0 |
| (b) Individuals (high net worth individuals) | 312 | 682.1 |
| (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 | 32 | 96.1 |
| (h) Charitable organizations | 7 | 15.3 |
| (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 | 3 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,192 | 911.6 |
| By Discretionary | ||
| Discretionary | 2,160 | 815.5 |
| Non-Discretionary | 32 | 96.1 |
| Total | 2,192 | 911.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 911.6 | |
| Total | 2,192 | 911.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
KMH Wealth Management LLC
✚
|
TX | 923.1 M |
|
Princeton Global Asset Management LLC
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NJ | 921.3 M |
|
Castlekeep Investment Advisors LLC
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CT | 920.8 M |
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Brookmont Capital Management LLC
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TX | 910.5 M |
|
Strategic Planning Group LLC
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UT | 910.3 M |
|
Clayton Financial Services Inc
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KS | 909.8 M |
|
First Affirmative Financial Network LLC
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|
CO | 905.2 M |
|
Richard P Slaughter Associates Inc
✚
|
TX | 905.2 M |
|
Flaharty Asset Management LLC
✚
|
FL | 901.6 M |
|
Beacon Financial Advisory LLC
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|
OH | 900.7 M |