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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-29-2017
- Office Locations
- 6
Office Locations
About Peak Planning Group, LLC
Peak Planning Group, LLC is a Centennial, CO RIA providing long-term investment management alongside insurance and comprehensive financial planning for families, retirees, and business owners. The team emphasizes continuity across generations (serving clients since 1990) and builds portfolios using a mix of public funds and ETFs, with a focus on asset allocation, risk management, and tax-efficient strategies. Custody includes Charles Schwab & Co.
Reported data analysis
What the numbers show
Between April 7, 2025 and July 9, 2026, reported AUM increased 9.1%, from $650.9M to $710.0M.
Across 5 reported observations, AUM increased 178.9% between December 22, 2022 and July 9, 2026, from $254.6M to $710.0M.
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 7 advisory representatives and 842 clients, or 120.3 clients per representative. That equates to $843.2K in reported AUM per client.
The profile lists 6 reported office locations and 9 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- CRM
- Custodian
- Investment Themes
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- Services
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Owner & Executives
LOUIS PETER PATIERNO JR
Investment Advisor, Managing Member
- CRD
- #2142525
- Ownership
- 75% or more
SCOTT CHELOOTZ
PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Allison De Graaf
Paraplanner, Compliance Assistant
- CRD
- #8231827
DAVID LEE HALL
Financial Advisor
- CRD
- #3029826
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $706,668,743 | $299,436 |
| Non-Discretionary | $3,326,461 | $1,108,820 |
| Total | $709,995,204 | $300,463 |
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Separately Managed Accounts
SMA allocation detail is available
Peak Planning Group, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.