# Peak Wealth Solutions

Peak Wealth Solutions is a Bank / Wealth / Trust based in Pepper Pike, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Pepper Pike, United States
- **Region:** North America
- **Address:** Pepper Pike, OH, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** peakwealthsolutions.com
- **LinkedIn:** https://www.linkedin.com/company/peak-wealth-solutions

## Regulatory record

- **CRD number:** 127391
- **SEC file number:** 801-71071
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127391

## About

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.

## 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.

## Related profiles

- [Peak Wealth Management](https://altss.com/profile/peak-wealth-management)
- [Pearl Wealth](https://altss.com/profile/pearl-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

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