Peak Wealth Planning, LLC
Peak Wealth Planning, LLC (CRD# 170262) is a financial advisory firm headquartered in , . They manage $51,164,122 in 74 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management51MILLION
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Total Number of Accounts74ACCOUNTS
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Average Account Value$691,407
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
IL
Peter Newman, CFA (CRD# 6287796) founded Peak Wealth Planning, LLC in Champaign, IL to provide private clients with solutions to protect and grow their wealth. As an advisor with Peak Wealth, Peter has 2 1/2 years working with clients on achieiving specific financial goals.
Client goals include planning for retirement, transitioning to retirement, minimizing taxes, or investing operating cash from a profitable business. Peter has advised clients who have sold real estate as well as closely held stock in employee owned businesses.
Peter typically works with clients who have $2 million or more in investable assets. He does travel frequently to Chicago and other locations to meet with his clients. Peter holds the distinguished Chartered Financial Analyst designation and earned a PhD from the University of Illinois at Urbana-Champaign.
Prior to Founding Peak Wealth, Peter manged the University of Illinois' $5 billion treasury for more than a decade, where he directed opearting and endowment pool investments. Peter furnishes his expertise to individuals and families with the high standard of objectivity expected by institutional clients. He is personally committed to each client's success and invests his wealth using the same 'endowment model' as his clients.
Nathan Gale (CRD# 7519518) is an Investment Advisor Representative working at Peak Wealth Planning, LLC in Lake Bluff, IL and has over 2 years of experience in the finance industry.