PEAK WEALTH SOLUTIONS, INC.
DBA: PEAK WEALTH SOLUTIONS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $911.6M |
| Discretionary | $815.5M89% of AUM |
| Non-Discretionary | $96.1M |
| Client Accounts | 2,192 |
| Avg Account Size | $416K |
| Employees | 10 |
| Peak AUM | $911.6MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $912M | +15.5% | +18.3% | +14.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $911.6M |
| Discretionary | $815.5M |
| Employees | 10 |
| Client Accounts | 2192 |
| Client Range | 251-500 |
Contact & Location
Address
30195 CHAGRIN BLVD.
PEPPER PIKE OH 44124
Phone
216-370-7887
Filing History
26 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$815M
89.5% of AUM
Non-Discretionary
$96M
10.5% of AUM
Disc. mix ▲ 2.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Registered RepBanking Institution
Related Entities (Item 7)
Pension Consultant