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Peak Wealth Solutions

Peak Wealth Solutions. CRD 127391

Peak Wealth Solutions logo

CRD: 127391

Peak Wealth Solutions

Pepper Pike, OH, 44124
2163707887
www.retirepeak.com
$911.6M Total AUM
$815.5M Disc. AUM
18.3% 3Y CAGR
10 Employees
718 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Optima north
Established Date
06-06-2005
Office Locations
1

Office Locations

30195 Chagrin Blvd. Suite 360 Pepper Pike OH

About Peak Wealth Solutions

Peak Wealth Solutions is a Pepper Pike-based RIA. The firm has been operating for 21 years. Managing $911.6M in total assets under management, with 7 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.

Team overview

40 AVG AGE
$130.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5.6 yrs AVG TENURE
10 Employees
7 Advisory Reps
7 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Delta Prime

Client Personas

Momentum

Custodian

Horizon Catalyst optima

Investment Themes

Pioneer Catalyst optima Bridge

Investment Vehicles

Oak foundation

Platform

Quantum bridge

Services

North unison Momentum meridian Oak oak Optima glacier Harbor Pioneer Atlas Zenith Summit

Technology

Glacier north

Owner & Executives

GREGORY MICHAEL GROMEK

GREGORY MICHAEL GROMEK

Chief Compliance Officer, Financial Advisor, Managing Principal

CRD
#4348887
Ownership
50% but less than 75%
(549) 839-9775
unison.focus@atlascapital.com
in linkedin.com/in/foundation-insight
DAVID PAUL KOCSIS

DAVID PAUL KOCSIS

Managing Principal, Retirement Plan Consultant

CRD
#4203137
Ownership
50% but less than 75%
(817) 711-7322
frontier.optima@timbercapital.com
in linkedin.com/in/momentum-catalyst

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Contacts

KEVIN JOHN KOCSIS

KEVIN JOHN KOCSIS

Retirement Plan Consultant & Financial Advisor

CRD
#5416977
(295) 751-1693
meridian.value@atlascapital.com
in linkedin.com/in/peak-crest
JEFFREY DAVID MUCCIARONE

JEFFREY DAVID MUCCIARONE

Vice President

CRD
#4546398
(440) 744-5656
fusion.element@horizoncapital.com
in linkedin.com/in/quantum-peak
P

Peak pioneer

Quantum ember

CRD
#10893
(596) 384-5805
vector.crest@radialcapital.com
in linkedin.com/in/quantum-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2022
03-20-2023
03-08-2024
03-21-2025
03-28-2026
Category Assets AVG. Account size
Discretionary $815,469,417 $377,532
Non-Discretionary $96,110,560 $3,003,455
Total $911,579,977 $415,867

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Separately Managed Accounts

Total SMA Asset: $911,579,977

$911.6M Total SMA
Equity - Exchange:
23.9%
Cash:
28.3%
Public Funds:
5.9%
Equity - OTC:
26.9%
Municipal Bonds:
15.0%
Asset class Assets Assets %
Equity - Exchange $106,813,926 23.9%
Cash $126,478,414 28.3%
Public Funds $26,368,291 5.9%
Equity - OTC $120,221,532 26.9%
Municipal Bonds $67,038,029 15.0%
Total $446,920,192 100.0%

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