RIA Intel›Advisers›Illinois›PEAK WEALTH PLANNING, LLC

PEAK WEALTH PLANNING, LLC

Advisory

CHICAGO, IL

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in IL

#1,125

of 1,719 advisers by AUM

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$66M

Discretionary AUM$66M

Non-Discretionary AUM$0

Discretionary %—

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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