PEAK RETIREMENT PLANNING, INC.

PEAK RETIREMENT PLANNING, INC. of COLUMBUS, OH is an SEC-registered investment adviser (CRD 317592). Regulatory assets under management: $631.0M.

Registration

• CRD: 317592
• SEC file number: 801-130337
• Type: Registered investment adviser
• Location: 3600 OLENTANGY RIVER ROAD, BUILDING 501, COLUMBUS, OH, 43214
• Phone: (614) 500-4121
• Latest filing: 2026-07-08
• Regulatory AUM: $631.0M
• Discretionary AUM: $631.0M
• Clients: 22
• Accounts: 3,675

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 317592 on SEC IAPD (source of record)
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