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Peak Wealth Solutions, Inc.

● SEC registered since 2010CRD 127391SEC# 801-71071Pepper Pike, OH
Export (members)
Reg. AUM
$789.2M
Employees
10
Accounts
2,040
Location
Pepper Pike, OH

Peak Wealth Solutions, Inc. assets under management

Peak Wealth Solutions, Inc. is a registered investment adviser overseen by the SEC based in Pepper Pike, OH. The firm has been registered since 2010. It reports $789.2 million in regulatory assets under management and employs 10 people.
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Peak Wealth Solutions, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David Paul Kocsis ControlManaging Principal / Retirement Plan Consultant50-75%2016
Gregory Michael Gromek ControlManaging Principal, Chief Compliance Officer50-75%2016

Frequently asked questions

How much does Peak Wealth Solutions, Inc. manage?

Peak Wealth Solutions, Inc. reports $789.2 million in regulatory assets under management on its Form ADV.

How many employees does Peak Wealth Solutions, Inc. have?

Peak Wealth Solutions, Inc. reports 10 employees.

Where is Peak Wealth Solutions, Inc. located?

Peak Wealth Solutions, Inc. is based in Pepper Pike, OH and has been SEC-registered since 2010.

Does Peak Wealth Solutions, Inc. disclose fund performance?

Peak Wealth Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30195 Chagrin Blvd., Suite 360, Pepper Pike, OH 44124
Phone216-370-7887
Fax216-292-7865
Office hours9:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$690M
Non-discretionary$99.2M
Total (RAUM)$789.2M