| Name | Title | Ownership | Since |
|---|---|---|---|
| Louis Peter Patierno Control | Managing Member, Chief Compliance Officer | Over 75% | 2002 |
| Scott Chelootz | Partner | 10-25% | 2025 |
| Spencer Wynant Control | Partner | 10-25% | 2020 |
Peak Planning Group, LLC reports $650.9 million in regulatory assets under management on its Form ADV.
Peak Planning Group, LLC reports 10 employees.
Peak Planning Group, LLC is based in Centennial, CO and has been SEC-registered since 2017.
Peak Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5975 South Quebec Street, Suite 310, Centennial, CO 80111 |
| Phone | 303-991-0056 |
| Fax | 303-991-0058 |
| Office hours | 7:30 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $647.9M |
| Non-discretionary | $3M |
| Total (RAUM) | $650.9M |