PEAK WEALTH PLANNING, LLC

Overview

Peak Wealth Planning, LLC is an independent registered investment advisor that serves high-net-worth individuals and families. The firm operates as a capital allocator, combining financial planning, discretionary portfolio management and adviser selection with insurance brokerage services. Its fee model is flexible — it charges asset-based fees as well as hourly and fixed-fee arrangements — which supports both ongoing wealth management relationships and project-based planning work. Investment activity centers on public mutual funds as the primary vehicle for client portfolios, supplemented by selective allocations to third‑party alternative managers. The firm reports it is not an active ESG investor and does not present itself as a multi‑state adviser. Given the client base and account sizes, Peak Wealth Planning appears to target concentrated, customized relationships rather than mass-market retail business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices