PEAK WEALTH SOLUTIONS, INC.
Legal name: PEAK WEALTH SOLUTIONS
CRD #127391 SEC #801-71071 PEPPER PIKE, OH 216-370-7887
SEC Registered
Total AUM
$789.2M
Discretionary
$690M
Employees
10
Clients
251
Accounts
2,040
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $789.2M | $690M | $99.2M | 10 | 0 |
| Mar 2024 | $657.8M | $566.8M | $91M | 11 | 0 |
| Mar 2023 | $551M | $455M | $96M | 11 | 0 |
| Nov 2022 | $586.3M | $486.3M | $100M | 11 | 0 |
| Mar 2022 | $586.3M | $486.3M | $100M | 11 | 0 |
| Oct 2021 | $470M | $379M | $91M | 10 | 0 |
| Mar 2021 | $470M | $379M | $91M | 10 | 0 |
| Jun 2020 | $392M | $314M | $78M | 7 | 0 |
| Mar 2020 | $392M | $314M | $78M | 7 | 0 |
| Mar 2019 | $320M | $249M | $71M | 6 | 0 |
| Mar 2018 | $325M | $243M | $82M | 5 | 0 |
| Mar 2017 | $287M | $212M | $75M | 4 | 400 |
| Dec 2016 | $159.2M | $153.6M | $5.6M | 7 | 300 |
| Jul 2016 | $159.2M | $153.6M | $5.6M | 7 | 300 |
| Mar 2016 | $158M | $152M | $6M | 5 | 300 |
| Mar 2015 | $143M | $138M | $5M | 5 | 300 |
| Mar 2014 | $123M | $116M | $7M | 5 | 300 |
| Apr 2013 | $109.5M | $103M | $6.5M | 5 | 300 |
| Oct 2012 | $108M | $102M | $6M | 1 | 300 |
| Mar 2012 | $130M | $114M | $16M | 1 | 300 |
| Dec 2010 | $45M | $40M | $5M | 5 | -- |
| Mar 2010 | $49.2M | $45M | $4.2M | 5 | -- |
| Jan 2010 | $49.2M | $45M | $4.2M | 5 | -- |
DateMar 2025
Total AUM$789.2M
Discretionary$690M
Non-Disc.$99.2M
Employees10
Clients0
DateMar 2024
Total AUM$657.8M
Discretionary$566.8M
Non-Disc.$91M
Employees11
Clients0
DateMar 2023
Total AUM$551M
Discretionary$455M
Non-Disc.$96M
Employees11
Clients0
DateNov 2022
Total AUM$586.3M
Discretionary$486.3M
Non-Disc.$100M
Employees11
Clients0
DateMar 2022
Total AUM$586.3M
Discretionary$486.3M
Non-Disc.$100M
Employees11
Clients0
DateOct 2021
Total AUM$470M
Discretionary$379M
Non-Disc.$91M
Employees10
Clients0
DateMar 2021
Total AUM$470M
Discretionary$379M
Non-Disc.$91M
Employees10
Clients0
DateJun 2020
Total AUM$392M
Discretionary$314M
Non-Disc.$78M
Employees7
Clients0
DateMar 2020
Total AUM$392M
Discretionary$314M
Non-Disc.$78M
Employees7
Clients0
DateMar 2019
Total AUM$320M
Discretionary$249M
Non-Disc.$71M
Employees6
Clients0
DateMar 2018
Total AUM$325M
Discretionary$243M
Non-Disc.$82M
Employees5
Clients0
DateMar 2017
Total AUM$287M
Discretionary$212M
Non-Disc.$75M
Employees4
Clients400
DateDec 2016
Total AUM$159.2M
Discretionary$153.6M
Non-Disc.$5.6M
Employees7
Clients300
DateJul 2016
Total AUM$159.2M
Discretionary$153.6M
Non-Disc.$5.6M
Employees7
Clients300
DateMar 2016
Total AUM$158M
Discretionary$152M
Non-Disc.$6M
Employees5
Clients300
DateMar 2015
Total AUM$143M
Discretionary$138M
Non-Disc.$5M
Employees5
Clients300
DateMar 2014
Total AUM$123M
Discretionary$116M
Non-Disc.$7M
Employees5
Clients300
DateApr 2013
Total AUM$109.5M
Discretionary$103M
Non-Disc.$6.5M
Employees5
Clients300
DateOct 2012
Total AUM$108M
Discretionary$102M
Non-Disc.$6M
Employees1
Clients300
DateMar 2012
Total AUM$130M
Discretionary$114M
Non-Disc.$16M
Employees1
Clients300
DateDec 2010
Total AUM$45M
Discretionary$40M
Non-Disc.$5M
Employees5
Clients--
DateMar 2010
Total AUM$49.2M
Discretionary$45M
Non-Disc.$4.2M
Employees5
Clients--
DateJan 2010
Total AUM$49.2M
Discretionary$45M
Non-Disc.$4.2M
Employees5
Clients--