PEAK PLANNING GROUP, LLC
CRD #289891 SEC #801-111771 CENTENNIAL, CO 303-991-0056
SEC Registered
Total AUM
$650.9M
Discretionary
$647.9M
Employees
10
Clients
251
Accounts
2,086
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $650.9M | $647.9M | $3M | 10 | 3 |
| Apr 2025 | $650.9M | $647.9M | $3M | 10 | 3 |
| Mar 2025 | $650.9M | $647.9M | $3M | 10 | 3 |
| Feb 2024 | $272.2M | $270.9M | $1.3M | 6 | 10 |
| Mar 2023 | $230.4M | $229.8M | $537.8K | 3 | 10 |
| Dec 2022 | $254.6M | $253.3M | $1.3M | 3 | 10 |
| Nov 2022 | $254.6M | $253.3M | $1.3M | 3 | 10 |
| Jul 2022 | $254.6M | $253.3M | $1.3M | 3 | 10 |
| Mar 2022 | $254.6M | $253.3M | $1.3M | 3 | 10 |
| Jun 2021 | $215M | $214.7M | $366.1K | 6 | 3 |
| May 2021 | $215M | $214.7M | $366.1K | 6 | 3 |
| Mar 2020 | $124.4M | $122M | $2.4M | 2 | 0 |
| Jun 2019 | $108.8M | $103.2M | $5.6M | 2 | 0 |
| Oct 2018 | $84M | $72.3M | $11.8M | 2 | 0 |
| Jul 2018 | $84M | $72.3M | $11.8M | 2 | 0 |
| May 2018 | $84M | $72.3M | $11.8M | 2 | 0 |
| May 2018 | $84M | $72.3M | $11.8M | 2 | 0 |
| May 2018 | $84M | $72.3M | $11.8M | 2 | 0 |
| Apr 2018 | $84M | $72.3M | $11.8M | 3 | 0 |
| Apr 2018 | $84M | $72.3M | $11.8M | 3 | 0 |
| Mar 2018 | $84M | $72.3M | $11.8M | 3 | 0 |
| Mar 2018 | $84M | $72.3M | $11.8M | 3 | 0 |
| Mar 2018 | $84M | $72.3M | $11.8M | 3 | 0 |
| Mar 2018 | $84M | $72.3M | $11.8M | 3 | 0 |
| Jan 2018 | $84M | $72.3M | $11.8M | 3 | 0 |
| Aug 2017 | $0 | $0 | $0 | 3 | 0 |
DateApr 2025
Total AUM$650.9M
Discretionary$647.9M
Non-Disc.$3M
Employees10
Clients3
DateApr 2025
Total AUM$650.9M
Discretionary$647.9M
Non-Disc.$3M
Employees10
Clients3
DateMar 2025
Total AUM$650.9M
Discretionary$647.9M
Non-Disc.$3M
Employees10
Clients3
DateFeb 2024
Total AUM$272.2M
Discretionary$270.9M
Non-Disc.$1.3M
Employees6
Clients10
DateMar 2023
Total AUM$230.4M
Discretionary$229.8M
Non-Disc.$537.8K
Employees3
Clients10
DateDec 2022
Total AUM$254.6M
Discretionary$253.3M
Non-Disc.$1.3M
Employees3
Clients10
DateNov 2022
Total AUM$254.6M
Discretionary$253.3M
Non-Disc.$1.3M
Employees3
Clients10
DateJul 2022
Total AUM$254.6M
Discretionary$253.3M
Non-Disc.$1.3M
Employees3
Clients10
DateMar 2022
Total AUM$254.6M
Discretionary$253.3M
Non-Disc.$1.3M
Employees3
Clients10
DateJun 2021
Total AUM$215M
Discretionary$214.7M
Non-Disc.$366.1K
Employees6
Clients3
DateMay 2021
Total AUM$215M
Discretionary$214.7M
Non-Disc.$366.1K
Employees6
Clients3
DateMar 2020
Total AUM$124.4M
Discretionary$122M
Non-Disc.$2.4M
Employees2
Clients0
DateJun 2019
Total AUM$108.8M
Discretionary$103.2M
Non-Disc.$5.6M
Employees2
Clients0
DateOct 2018
Total AUM$84M
Discretionary$72.3M
Non-Disc.$11.8M
Employees2
Clients0
DateJul 2018
Total AUM$84M
Discretionary$72.3M
Non-Disc.$11.8M
Employees2
Clients0
DateMay 2018
Total AUM$84M
Discretionary$72.3M
Non-Disc.$11.8M
Employees2
Clients0
DateMay 2018
Total AUM$84M
Discretionary$72.3M
Non-Disc.$11.8M
Employees2
Clients0
DateMay 2018
Total AUM$84M
Discretionary$72.3M
Non-Disc.$11.8M
Employees2
Clients0
DateApr 2018
Total AUM$84M
Discretionary$72.3M
Non-Disc.$11.8M
Employees3
Clients0
DateApr 2018
Total AUM$84M
Discretionary$72.3M
Non-Disc.$11.8M
Employees3
Clients0
DateMar 2018
Total AUM$84M
Discretionary$72.3M
Non-Disc.$11.8M
Employees3
Clients0
DateMar 2018
Total AUM$84M
Discretionary$72.3M
Non-Disc.$11.8M
Employees3
Clients0
DateMar 2018
Total AUM$84M
Discretionary$72.3M
Non-Disc.$11.8M
Employees3
Clients0
DateMar 2018
Total AUM$84M
Discretionary$72.3M
Non-Disc.$11.8M
Employees3
Clients0
DateJan 2018
Total AUM$84M
Discretionary$72.3M
Non-Disc.$11.8M
Employees3
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0