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).

Current Firm Details
30195 Chagrin Blvd., Suite 360, Pepper Pike, OH 44124
https://twitter.com/retirepeak
By the Numbers
  • Total Assets Under Management
    658
    MILLION
  • Total Number of Accounts
    2,012
    ACCOUNTS
  • Average Account Value
    $326,926
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Peak Wealth Solutions
Showing 1 - 6 of 6 top financial advisors.
1
Gregory Gromek, financial advisor Pepper Pike OH
Gregory M. Gromek
CRD#: 4348887
30195 Chagrin Blvd., Suite 360, Pepper Pike, OH 44124

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.

2
Gary Hannah, financial advisor Pepper Pike OH
Gary A. Hannah
CRD#: 5614233
30195 Chagrin Blvd., Suite 360, Pepper Pike, OH 44124

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.

3
David Kocsis, financial advisor Pepper Pike OH
David P. Kocsis
CRD#: 4203137
30195 Chagrin Blvd., Suite 360, Pepper Pike, OH 44124

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.

4
Daniel Margheret, financial advisor Pepper Pike OH
Daniel W. Margheret
CRD#: 1380248
30195 Chagrin Blvd., Suite 360, Pepper Pike, OH 44124

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.

5
Keith Witkowski, financial advisor Pepper Pike OH
Keith R. Witkowski
CRD#: 6483423
30195 Chagrin Blvd., Suite 360, Pepper Pike, OH 44124

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.

6
Daniel Vujanov, financial advisor Pepper Pike OH
Daniel Vujanov
CRD#: 6519394
30195 Chagrin Blvd., Suite 360, Pepper Pike, OH 44124

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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