PEAK WEALTH PLANNING, LLC

PEAK WEALTH PLANNING, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 170262). Regulatory assets under management: $66.1M.

Registration

• CRD: 170262
• Type: Registered investment adviser
• Location: 4311 NORTH RAVENSWOOD AVE, CHICAGO, IL, 60613
• Phone: 217-303-5040
• Latest filing: 2026-03-03
• Regulatory AUM: $66.1M
• Discretionary AUM: $66.1M
• Clients: 2
• Accounts: 78

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170262 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search