Investment adviser · CRD 127391
PEAK WEALTH SOLUTIONS
Investment adviser filing (IA)
PEAK WEALTH SOLUTIONS, INC.
PEPPER PIKE, OH, United States · Form ADV filed Mar 28, 2026
- Regulatory AUM
- $912M Form ADV · Item 5.F
- Client accounts
- 2,192 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 312 | $682,106,037 | 74.8% |
| Individuals | 364 | $114,955,124 | 12.6% |
| Retirement plans | 32 | $96,110,560 | 10.5% |
| Charities | 7 | $15,295,512 | 1.7% |
| Corporations & businesses | Fewer than 5 | $3,112,744 | 0.3% |
Filing source
Form ADV 2077941 · Mar 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
30195 CHAGRIN BLVD., SUITE 360PEPPER PIKE, OH, 44124, United States
CRD 127391
Filing source
Form ADV 2077941 · Mar 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.