Peak Financial Planning, LLC
● SEC registered since 2026CRD 317288SEC# 801-135890Canoga Park, CA
Reg. AUM
$93M
Employees
7
Accounts
300
Location
Canoga Park, CA
Peak Financial Planning, LLC assets under management
Peak Financial Planning, LLC is an SEC-registered investment adviser based in Canoga Park, CA. The firm has been registered since 2026. It reports $93 million in regulatory assets under management and employs 7 people.
Peak Financial Planning, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Amzalag Control | Chief Compliance Officer/Chief Executor Officer | Under 5% | 2026 |
| Peak Financial Planning Holdco Control | Owner | Over 75% | 2026 |
| Eric Amzalag Control | Owner/Chief Executive Officer | Over 75% | 2026 |
Frequently asked questions
How much does Peak Financial Planning, LLC manage?
Peak Financial Planning, LLC reports $93 million in regulatory assets under management on its Form ADV.
How many employees does Peak Financial Planning, LLC have?
Peak Financial Planning, LLC reports 7 employees.
Where is Peak Financial Planning, LLC located?
Peak Financial Planning, LLC is based in Canoga Park, CA and has been SEC-registered since 2026.
Does Peak Financial Planning, LLC disclose fund performance?
Peak Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 21201 Victory Blvd, Suite 215, Canoga Park, CA 91303 |
| Phone | (818) 600-6099 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$93MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$93Mregulatory AUM
Discretionary $93M