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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HILL, JAMES, ROBERT | I | FINANCIAL ADVISOR | NA | |
| HILL, JAMES, ROBERT | I | FINANCIAL ADVISOR | NA | Control |
| HILL, JAMES, ROBERT | I | FINANCIAL ADVISOR | NA | |
| HILL, JAMES, ROBERT | I | MANAGING PARTNER | E | Control |
| HILL, JAMES, ROBERT | I | MANAGING PARTNER | E | Control |
| HILL, JAMES, ROBERT | I | PRESIDENT/ADVISOR/CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, JAMES, ROBERT | I | PRESIDENT/ADVISOR/CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, JAMES, ROBERT | I | PRESIDENT/ADVISOR/CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, JAMES, ROBERT | I | PRESIDENT/ADVISOR/CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, JAMES, ROBERT | I | PRESIDENT/ADVISOR/CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, JAMES, ROBERT | I | PRESIDENT/ADVISOR/CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, JAMES, ROBERT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| HILL, JAMES, ROBERT | I | PRESIDENT/ADVISOR/CHIEF COMPLIANCE OFFICER | E | Control |
| GROMEK, GREGORY, MICHAEL | I | FINANCIAL ADVISOR | D | Control |
| GROMEK, GREGORY, MICHAEL | I | FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | D | Control |
| GROMEK, GREGORY, MICHAEL | I | FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | D | Control |
| GROMEK, GREGORY, MICHAEL | I | FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | D | Control |
| GROMEK, GREGORY, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| GROMEK, GREGORY, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| GROMEK, GREGORY, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| GROMEK, GREGORY, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| GROMEK, GREGORY, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| GROMEK, GREGORY, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| GROMEK, GREGORY, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| GROMEK, GREGORY, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| GROMEK, GREGORY, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| GROMEK, GREGORY, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| GROMEK, GREGORY, MICHAEL | I | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| KOCSIS, DAVID, PAUL | I | RETIREMENT PLAN CONSULTANT | D | Control |
| KOCSIS, DAVID, PAUL | I | RETIREMENT PLAN CONSULTANT | D | Control |
| KOCSIS, DAVID, PAUL | I | RETIREMENT PLAN CONSULTANT | D | Control |
| KOCSIS, DAVID, PAUL | I | RETIREMENT PLAN CONSULTANT | D | Control |
| KOCSIS, DAVID, PAUL | I | MANAGING PRINCIPAL / RETIREMENT PLAN CONSULTANT | D | Control |
| KOCSIS, DAVID, PAUL | I | MANAGING PRINCIPAL / RETIREMENT PLAN CONSULTANT | D | Control |
| KOCSIS, DAVID, PAUL | I | MANAGING PRINCIPAL / RETIREMENT PLAN CONSULTANT | D | Control |
| KOCSIS, DAVID, PAUL | I | MANAGING PRINCIPAL / RETIREMENT PLAN CONSULTANT | D | Control |
| KOCSIS, DAVID, PAUL | I | MANAGING PRINCIPAL / RETIREMENT PLAN CONSULTANT | D | Control |
| KOCSIS, DAVID, PAUL | I | MANAGING PRINCIPAL / RETIREMENT PLAN CONSULTANT | D | Control |
| KOCSIS, DAVID, PAUL | I | MANAGING PRINCIPAL / RETIREMENT PLAN CONSULTANT | D | Control |
| KOCSIS, DAVID, PAUL | I | MANAGING PRINCIPAL / RETIREMENT PLAN CONSULTANT | D | Control |
| KOCSIS, DAVID, PAUL | I | MANAGING PRINCIPAL / RETIREMENT PLAN CONSULTANT | D | Control |
| KOCSIS, DAVID, PAUL | I | MANAGING PRINCIPAL / RETIREMENT PLAN CONSULTANT | D | Control |
| KOCSIS, DAVID, PAUL | I | MANAGING PRINCIPAL / RETIREMENT PLAN CONSULTANT | D | Control |
| GRANO, DAVID, ALLEN | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| GRANO, DAVID, ALLEN | I | PARTNER, CHIEF COMPLIANCE OFFICER | A |
Registrations
Federal
IA
Mar 22, 2025 REGISTERED
Notice Filings (1)
OH
Address
30195 CHAGRIN BLVD.SUITE 360
PEPPER PIKE, OH 44124
United States
Phone: 216-370-7887