Peak Wealth Solutions, Inc.
● SEC registered since 2010CRD 127391SEC# 801-71071Pepper Pike, OH
Reg. AUM
$911.6M
Employees
10
Accounts
2,192
Location
Pepper Pike, OH
Peak Wealth Solutions, Inc. assets under management
Peak Wealth Solutions, Inc. is a registered investment adviser overseen by the SEC based in Pepper Pike, OH. The firm has been registered since 2010. It reports $911.6 million in regulatory assets under management and employs 10 people.
Peak Wealth Solutions, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Paul Kocsis Control | Managing Principal / Retirement Plan Consultant | 50-75% | 2016 |
| Gregory Michael Gromek Control | Managing Principal, Chief Compliance Officer | 50-75% | 2016 |
Frequently asked questions
How much does Peak Wealth Solutions, Inc. manage?
Peak Wealth Solutions, Inc. reports $911.6 million in regulatory assets under management on its Form ADV.
How many employees does Peak Wealth Solutions, Inc. have?
Peak Wealth Solutions, Inc. reports 10 employees.
Where is Peak Wealth Solutions, Inc. located?
Peak Wealth Solutions, Inc. is based in Pepper Pike, OH and has been SEC-registered since 2010.
Does Peak Wealth Solutions, Inc. disclose fund performance?
Peak Wealth Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 30195 Chagrin Blvd., Suite 360, Pepper Pike, OH 44124 |
| Phone | 216-370-7887 |
| Fax | 216-292-7865 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$911.6M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$911.6Mregulatory AUM
Discretionary $815.5MNon-discretionary $96.1M