PEAK RETIREMENT PLANNING, INC.
CRD #317592 SEC #801-130337 COLUMBUS, OH (614) 500-4121
SEC Registered
Total AUM
$416.4M
Discretionary
$416.4M
Employees
21
Clients
0
Accounts
2,940
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $416.4M | $416.4M | $0 | 21 | 0 |
| Aug 2025 | $416.4M | $416.4M | $0 | 21 | 0 |
| Jul 2025 | $242.5M | $242.5M | $0 | 28 | 0 |
| Apr 2025 | $242.5M | $242.5M | $0 | 27 | 0 |
| Mar 2025 | $242.5M | $242.5M | $0 | 27 | 0 |
| Sep 2024 | $151.9M | $151.9M | $0 | 14 | 0 |
| Aug 2024 | $106M | $106M | $0 | 14 | 0 |
| Apr 2024 | $106M | $106M | $0 | 14 | 0 |
DateAug 2025
Total AUM$416.4M
Discretionary$416.4M
Non-Disc.$0
Employees21
Clients0
DateAug 2025
Total AUM$416.4M
Discretionary$416.4M
Non-Disc.$0
Employees21
Clients0
DateJul 2025
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees28
Clients0
DateApr 2025
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees27
Clients0
DateMar 2025
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees27
Clients0
DateSep 2024
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees14
Clients0
DateAug 2024
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees14
Clients0
DateApr 2024
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees14
Clients0