PEAK FINANCIAL PARTNERS, LLC

PEAK FINANCIAL PARTNERS, LLC is an SEC-registered investment adviser (CRD 147345). Regulatory assets under management: $15.6M.

Registration

• CRD: 147345
• Type: Registered investment adviser
• Phone: 614-542-7242
• Latest filing: 2026-04-30
• Regulatory AUM: $15.6M
• Discretionary AUM: $15.6M
• Clients: 2
• Accounts: 47

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147345 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search