Peak Planning Group, LLC
Peak Planning Group, LLC is an SEC-registered mass-market adviser in Centennial, CO with $710.0M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Peak Planning Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289891, SEC 801-111771, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $710.0M (2026-05-26)
- Firm type
- Mass-Market Adviser
- Location
- Centennial, CO
- Employees
- 11
- Clients
- 838
- CRD
- 289891
- Ownership
- PATIERNO, LOUIS, PETER; Wynant, Spencer; WRENCH, DAVID, DUANE; CHELOOTZ, SCOTT
How much AUM does Peak Planning Group, LLC have?
Peak Planning Group, LLC reported $710.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns Peak Planning Group, LLC?
Disclosed owners and executives of Peak Planning Group, LLC include PATIERNO, LOUIS, PETER, Wynant, Spencer, WRENCH, DAVID, DUANE, CHELOOTZ, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.