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Building 2PEAK WEALTH SOLUTIONS

Map pinPEPPER PIKE, OH
Phone216-370-7887
NotebookSEC #801-71071
Total AUM
$911.6M
Employees
10
Clients
718

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30195 CHAGRIN BLVD.
SUITE 360
PEPPER PIKE
OH 44124
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
216-370-7887

ReceiptFinancials

Total AUM
$911.6M
Accounts
2,192
Discretionary
$815.5M
Accounts
2,160
Non-Discretionary
$96.1M
Accounts
32

ContactClients

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Individual Clients
364
AUM
$115M
HNW Individual Clients
312
AUM
$682.1M
Pension/Profit Sharing Plan Clients
32
AUM
$96.1M
Charitable Organization Clients
7
AUM
$15.3M
Corporation or Business Clients
3
AUM
$3.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SEMINAR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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