Peak Financial Planning
Peak Financial Planning is an SEC-registered ria with $93.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Peak Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317288, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $93.0M (2026-05-04)
- Firm type
- Ria
- Employees
- 7
- Clients
- 82
- CRD
- 317288
- Ownership
- PEAK FINANCIAL PLANNING HOLDCO; Amzalag, Eric
How much AUM does Peak Financial Planning have?
Peak Financial Planning reported $93.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Peak Financial Planning?
Disclosed owners and executives of Peak Financial Planning include PEAK FINANCIAL PLANNING HOLDCO, Amzalag, Eric. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.