Peak Planning Group, LLC
● SEC registered since 2017CRD 289891SEC# 801-111771Centennial, CO
Reg. AUM
$710M
Employees
11
Accounts
2,363
Location
Centennial, CO
Peak Planning Group, LLC assets under management
Peak Planning Group, LLC is a registered investment adviser overseen by the SEC based in Centennial, CO. The firm has been registered since 2017. It reports $710 million in regulatory assets under management and employs 11 people.
Peak Planning Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Duane Wrench Control | Chief Compliance Officer And Chief Operating Officer | Under 5% | 2026 |
| Louis Peter Patierno Control | Managing Member | Over 75% | 2002 |
| Scott Chelootz | Partner | 10-25% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Peak Planning Group, LLC manage?
Peak Planning Group, LLC reports $710 million in regulatory assets under management on its Form ADV.
How many employees does Peak Planning Group, LLC have?
Peak Planning Group, LLC reports 11 employees.
Where is Peak Planning Group, LLC located?
Peak Planning Group, LLC is based in Centennial, CO and has been SEC-registered since 2017.
Does Peak Planning Group, LLC disclose fund performance?
Peak Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5975 South Quebec Street, Suite 310, Centennial, CO 80111 |
| Phone | 303-991-0056 |
| Fax | 303-991-0058 |
| Office hours | 7:30 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$710M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$710Mregulatory AUM
Discretionary $706.7MNon-discretionary $3.3M