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| Happy Holidays!! thanks for using AUM13F!! |
| Peak Wealth Solutions Inc
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| CRD # | 127391 |
| SEC # | 801-71071 |
| CIK # | |
| AUM | $789.2 M (2025-03-21) |
| Employees | 10 (70% Investors, 50% Brokers) |
| Phone | 216-370-7887 |
| Address | 30195 Chagrin Blvd Pepper Pike, OH 44124 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 376 | 112.8 |
| (b) Individuals (high net worth individuals) | 273 | 561.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 99.2 |
| (h) Charitable organizations | 6 | 12.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,040 | 789.2 |
| By Discretionary | ||
| Discretionary | 2,009 | 690.0 |
| Non-Discretionary | 31 | 99.2 |
| Total | 2,040 | 789.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 789.2 | |
| Total | 2,040 | 789.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Garrett Wealth Advisory Group LLC
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|
TX | 0.8 |
|
The O'Dell Group LLC
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|
OH | 0.8 |
|
Veery Capital LLC
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|
PA | 0.8 |
|
Shorepoint Capital Partners LLC
✚
|
MA | 0.8 |
|
Gill Capital Partners LLC
✚
|
CO | 0.8 |
|
Fairhaven Wealth Management LLC
✚
|
IL | 0.8 |
|
Princeton Global Asset Management LLC
✚
|
NJ | 0.8 |
|
The Millstone Evans Group LLC
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|
CO | 0.8 |
|
Basepoint Wealth LLC
✚
|
IA | 0.8 |
|
Commonwealth Financial Services LLC
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|
WV | 0.8 |