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Peak Wealth Solutions
Peak Wealth Solutions is an SEC-registered investment adviser in Pepper Pike, Ohio, since 2010. The firm manages $912 million in assets, with $815 million on a...
Peak Wealth Solutions
Peak Wealth Solutions is an SEC-registered investment adviser in Pepper Pike, Ohio, since 2010. The firm manages $912 million in assets, with $815 million on a discretionary basis. It has 10 employees and 7 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2010
Location
Region
North America
Country
United States
City
Pepper Pike
Corporate office
Pepper Pike, OH, United States
Frequently asked questions
How is Peak Wealth Solutions different from a national wealth manager or private bank?
Unlike national platforms that centralize investment decisions and client service, Peak Wealth Solutions operates as an independent, locally embedded practice. Its value proposition centers on knowing the client personally, coordinating with local estate attorneys and CPAs, and offering continuity across decades — a model that competes on relationship depth rather than national scale or in-house product manufacturing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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