$15.3M Total AUM
$15.3M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- ZenithElement +more
- Established Date
- 01-14-2022
- Office Locations
- 1
Office Locations
-- Agoura Hills CA
About Financial Peak
Financial Peak is a California-based RIA led by CFP Ira Zito, focused on families seeking multigenerational wealth planning and retirement readiness. The firm builds holistic plans that integrate investment management, tax-aware strategies, and estate planning to help clients grow and protect wealth into retirement. Custody relationships include Schwab and Fidelity.
Team overview
-- AVG AGE
$15.3M AVG AUM / ADVISOR
$325.5K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Beacon Foundation meridian
Custodian
Alpha Quantum north Pioneer Legacy Summit Bridge
Investment Themes
Optima zenith Summit North Glacier delta
Investment Vehicles
Zenith Vital crest
Platform
Legacy radial
Services
Timber Fusion Pathway insight Vector Fusion vital Pathway Summit beacon Frontier Crest Capital Vertex
Technology
Momentum Ridge capital Vital
Owner & Executives
IRA CHARLES ZITO
Chief Compliance Officer, Owner, President
- CRD
- #2621037
- Ownership
- 75% or more
(824) 449-1046
meridian.focus@foundationcapital.com
in linkedin.com/in/matrix-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,300,000
Equity - Exchange:
15.7% Equity - OTC:
14.9% U.S. Government/Agency:
25.3% Cash:
23.3% Corporate - Investment Grade:
20.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,338,963,502 | 15.7% |
| Equity - OTC | $1,270,736,062 | 14.9% |
| U.S. Government/Agency | $2,157,692,777 | 25.3% |
| Cash | $1,987,124,178 | 23.3% |
| Corporate - Investment Grade | $1,773,913,428 | 20.8% |
| Total | $8,528,429,947 | 100.0% |