# PEAK WEALTH SOLUTIONS

PEAK WEALTH SOLUTIONS of PEPPER PIKE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 127391
- Type: SEC-registered investment adviser
- SEC file number: 801-71071
- Location: 30195 CHAGRIN BLVD., PEPPER PIKE, OH, 44124
- Phone: 216-370-7887
- Latest filing: 2026-03-28
- Regulatory AUM: $911.6M
- Discretionary AUM: $815.5M
- Non-discretionary AUM: $96.1M
- Clients: 10
- Accounts: 2,192

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| David Paul Kocsis | MANAGING PRINCIPAL / RETIREMENT PLAN CONSULTANT | — |
| Gregory Michael Gromek | MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| HILL JOHN ROBERT | CHIEF COMPLIANCE OFFICER; FINANCIAL ADVISOR; MANAGING PARTNER (+1 more) | — |
| GRANO DAVID ALLEN | PARTNER, CHIEF COMPLIANCE OFFICER | — |
| KOCSIS DAVID PAUL | MANAGING PRINCIPAL / RETIREMENT PLAN CONSULTANT; RETIREMENT PLAN CONSULTANT | — |
| GROMEK GREGORY MICHAEL | FINANCIAL ADVISOR; FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER; MANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127391/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127391/similar
- Related entities: https://search.stillhousedata.com/firm/127391/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127391

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.