SEC Form ADV

PEAK WEALTH SOLUTIONS

Registered Investment AdviserOH
$911.6M
Assets Under Management
2,192
Total Clients
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Registration Details

Accession
CRD-127391
Location
PEPPER PIKE, OH
Filing Date
March 28, 2026
AUM
$911.6M
Total Clients
2,192
Amendment
No

About this Adviser

PEAK WEALTH SOLUTIONS is a registered investment adviser headquartered in PEPPER PIKE, OH, managing approximately $911.6M in assets across 2,192 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.