PEPPER PIKE, OHCRD 127391Latest ADV March 28, 2026
Peak Wealth Solutions is an SEC registered investment adviser organized as a corporation with a primary office location in Pepper Pike, OH. Its latest Form ADV filing, dated March 28, 2026, reports $912M in regulatory assets under management, 10 employees, and 2,192 accounts.
Assets Under Management
$912M
Employees
10
Offices
--
Total Clients
718
Primary office
PEPPER PIKE, OH
30195 CHAGRIN BLVD., SUITE 360, PEPPER PIKE, OH, United States
Top client segmentIndividuals represent 50.7% of total clients.
Top client categories% of clientsClients
1
Individuals
50.7%
364
2
HNWI
43.5%
312
3
Pension Plans
4.5%
32
4
Charitable
1.0%
7
5
Corporations
0.4%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$912Mas of March 28, 2026
Discretionary89.5%
$815M
89% of total RAUM89.5%
Non-discretionary10.5%
$96M
11% of total RAUM10.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$912M
Total Accounts2,192
10Y AUM Change+$625M (+217.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee72:1
10Y Employee Change+6 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.