PEAK WEALTH SOLUTIONS of PEPPER PIKE, OH is an SEC-registered investment adviser (CRD 127391). Regulatory assets under management: $911.6M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |