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PEAK WEALTH SOLUTIONS
Legal name: PEAK WEALTH SOLUTIONS, INC.
CRD 127391File 801-71071
APPROVED
Retail clients
Filing as of Mar 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$911.6M
Above cohort median (national)
Discretionary AUM
$815.5M
Non-discretionary $96.1M
Clients
718
2,192 accounts
Employees
10
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 25, 2010
- Principal office
- 30195 CHAGRIN BLVD., SUITE 360, PEPPER PIKE, OH, 44124
- Phone
- 216-370-7887
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $911.6M
- Discretionary AUM
- $815.5M
- Non-discretionary AUM
- $96.1M
- Discretionary accounts
- 2,160
- Non-discretionary accounts
- 32
- Total accounts
- 2,192
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.1M |
| Charitable organizations | 7 | $15.3M |
| High net worth individuals | 312 | $682.1M |
| Pension and profit sharing plans | 32 | $96.1M |
| Individuals (other than high net worth individuals) | 364 | $115.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SEMINAR FEES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.