Peak Retirement Planning, Inc.
● SEC registered since 2024CRD 317592SEC# 801-130337Columbus, OH
Reg. AUM
$631M
Employees
22
Accounts
3,675
Location
Columbus, OH
Peak Retirement Planning, Inc. assets under management
Peak Retirement Planning, Inc. is an SEC-registered investment adviser based in Columbus, OH. The firm has been registered since 2024. It reports $631 million in regulatory assets under management and employs 22 people.
Peak Retirement Planning, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jr. Joseph Francis Schmitz Control | Ceo / Cco | Over 75% | 2022 |
Frequently asked questions
How much does Peak Retirement Planning, Inc. manage?
Peak Retirement Planning, Inc. reports $631 million in regulatory assets under management on its Form ADV.
How many employees does Peak Retirement Planning, Inc. have?
Peak Retirement Planning, Inc. reports 22 employees.
Where is Peak Retirement Planning, Inc. located?
Peak Retirement Planning, Inc. is based in Columbus, OH and has been SEC-registered since 2024.
Does Peak Retirement Planning, Inc. disclose fund performance?
Peak Retirement Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3600 Olentangy River Road, Building 501, Columbus, OH 43214 |
| Phone | (614) 500-4121 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$631M▲ 160%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$631Mregulatory AUM
Discretionary $631M