Peak Planning Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Centennial, CO. Its latest Form ADV filing, dated March 16, 2026, reports $710M in regulatory assets under management, 11 employees, 3 offices, and 2,363 accounts.
Assets Under Management
$710M
Employees
11
Offices
3 offices
Total Clients
838
Primary office
CENTENNIAL, CO
5975 SOUTH QUEBEC STREET, SUITE 310, CENTENNIAL, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
664
2
HNWI
20.8%
174
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$710Mas of March 16, 2026
Discretionary99.5%
$707M
100% of total RAUM99.5%
Non-discretionary0.5%
$3M
0% of total RAUM0.5%
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.
Total AUM$710M
Total Accounts2,363
10Y AUM Change+$710M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee76:1
10Y Employee Change+8 (+266.7%)
* 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.