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PEAK WEALTH SOLUTIONS
30195 Chagrin Blvd.
Suite 360
Pepper Pike, Ohio 44124
Tel: 216-370-7887
About PEAK WEALTH SOLUTIONS
PEAK WEALTH SOLUTIONS, formally registered with the SEC as PEAK WEALTH SOLUTIONS. The firm was established in 02/25/2010. They have over 1 offices throughout the country.
PEAK WEALTH SOLUTIONS is a Pepper Pike, Ohio based Financial Planning firm with nearly $657,775,000 assets under management, offering retirement planning & investment advisory services to 2012 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127391 |
| SEC# | 801-71071 |
| Assets Managed by Firm | $657,775,000 |
| No. of Clients | 2012 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SEMINAR FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2012 | $657,775,000 |
| Individuals (other than high net worth individuals) | 395 | $112,904,000 |
| High net worth individuals | 239 | $439,271,000 |
| Pension and profit sharing plans | 28 | $91,000,000 |
| Charitable organizations | 6 | $10,700,000 |
| Corporations or other businesses | 4 | $3,900,000 |
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|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
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