Peak Retirement Planning, Inc.
Peak Retirement Planning, Inc. is an SEC-registered mass-market adviser in Columbus, OH with $631.0M assets under management (AUM, regulatory AUM), +160% over one year. See who owns Peak Retirement Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317592, SEC 801-130337, data through 2026-05-29.
- AUM (assets under management / regulatory AUM)
- $631.0M (2026-05-29)
- Firm type
- Mass-Market Adviser
- Location
- Columbus, OH
- Employees
- 22
- Clients
- 910
- CRD
- 317592
- Ownership
- SCHMITZ, JR., JOSEPH, FRANCIS
How much AUM does Peak Retirement Planning, Inc. have?
Peak Retirement Planning, Inc. reported $631.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-29).
Who owns Peak Retirement Planning, Inc.?
Disclosed owners and executives of Peak Retirement Planning, Inc. include SCHMITZ, JR., JOSEPH, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.