PEAK WEALTH SOLUTIONS, INC.

PEAK WEALTH SOLUTIONS
PEPPER PIKE, Ohio·3 registered advisors·CRD# 127391
SEC# 801-710710216-370-7887
01

Firm Overview

AUM
$658M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINAR FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PEAK WEALTH SOLUTIONS, INC.

3 registered advisors
David Paul Kocsis
PEPPER PIKE, Ohio
Gregory Michael Gromek
PEPPER PIKE, Ohio
James Robert Hill
PEPPER PIKE, Ohio
05

Office Locations

PEPPER PIKE, Ohio
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. PEAK WEALTH SOLUTIONS, INC. (CRD# 127391) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.