Peak Retirement Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 24, 2026, reports $631M in regulatory assets under management, 22 employees, 1 office, and 3,675 accounts.
Assets Under Management
$631M
Employees
22
Offices
1 office
Total Clients
910
Primary office
COLUMBUS, OH
3600 OLENTANGY RIVER ROAD, BUILDING 501, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.1% of total clients.
Top client categories% of clientsClients
1
Individuals
62.1%
565
2
HNWI
37.9%
345
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$631Mas of March 24, 2026
Discretionary100.0%
$631M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$631M
Total Accounts3,675
10Y AUM Change+$525M (+495.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee41:1
10Y Employee Change+8 (+57.1%)
* 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.