# PEAK WEALTH PLANNING, LLC

PEAK WEALTH PLANNING, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 170262
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170262/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170262/similar
- Related entities: https://search.stillhousedata.com/firm/170262/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170262

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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.