# Green Peaks Planning

Green Peaks Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://greenpeaksplanning.com

## Regulatory record

- **CRD number:** 319207
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319207

## About

GREEN PEAKS PLANNING is a state-registered investment adviser with $46 million in regulatory assets under management. The firm has 3 employees and 3 investment advisers. It operates with a small team.

## Questions

### Who runs investment decisions at Green Peaks Planning?

No named principals or investment decision-makers have been publicly identified for Green Peaks Planning. Public records and standard sources do not list a CEO, CIO, or managing principal. Without a website or LinkedIn presence, the firm's leadership remains unknown.

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Last updated: 2026-07-06T01:24:17.614Z

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