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Peak Financial Planning, LLC

● SEC registered since 2026CRD 317288SEC# 801-135890Canoga Park, CA
Export (members)
Reg. AUM
$93M
Employees
7
Accounts
300
Location
Canoga Park, CA

Peak Financial Planning, LLC assets under management

Peak Financial Planning, LLC is an SEC-registered investment adviser based in Canoga Park, CA. The firm has been registered since 2026. It reports $93 million in regulatory assets under management and employs 7 people.
www.thepeakfp.comView on SEC.gov ↗

Peak Financial Planning, LLC owners & executives

3 reported
NameTitleOwnershipSince
Eric Amzalag ControlChief Compliance Officer/Chief Executor OfficerUnder 5%2026
Peak Financial Planning Holdco ControlOwnerOver 75%2026
Eric Amzalag ControlOwner/Chief Executive OfficerOver 75%2026

Frequently asked questions

How much does Peak Financial Planning, LLC manage?

Peak Financial Planning, LLC reports $93 million in regulatory assets under management on its Form ADV.

How many employees does Peak Financial Planning, LLC have?

Peak Financial Planning, LLC reports 7 employees.

Where is Peak Financial Planning, LLC located?

Peak Financial Planning, LLC is based in Canoga Park, CA and has been SEC-registered since 2026.

Does Peak Financial Planning, LLC disclose fund performance?

Peak Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address21201 Victory Blvd, Suite 215, Canoga Park, CA 91303
Phone(818) 600-6099
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$93M
Non-discretionary$0
Total (RAUM)$93M