Peak Wealth Solutions
Peak Wealth Solutions (CRD# 127391) is a financial advisory firm headquartered in Pepper Pike, OH. They manage $657,775,000 in 2,012 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management658MILLION
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Total Number of Accounts2,012ACCOUNTS
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Average Account Value$326,926
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
OH
Gregory Gromek (CRD# 4348887) is an Investment Advisor Representative working at Peak Wealth Solutions in Pepper Pike, OH and has over 20 years of experience in the finance industry.
Gary Hannah (CRD# 5614233) is an Investment Advisor Representative working at Peak Wealth Solutions in Pepper Pike, OH and has over 15 years of experience in the finance industry.
David Kocsis (CRD# 4203137) is an Investment Advisor Representative working at Peak Wealth Solutions in Pepper Pike, OH and has over 23 years of experience in the finance industry.
Daniel Margheret (CRD# 1380248) is an Investment Advisor Representative working at Peak Wealth Solutions in Pepper Pike, OH and has over 38 years of experience in the finance industry.
Keith Witkowski (CRD# 6483423) is an Investment Advisor Representative working at Peak Wealth Solutions in Pepper Pike, OH and has 1 year of experience in the finance industry.
Daniel Vujanov (CRD# 6519394) is an Investment Advisor Representative working at Peak Wealth Solutions in Pepper Pike, OH and has over 4 years of experience in the finance industry.