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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $691,407
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Peak Wealth Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Peter Newman
CRD#: 6287796
Champaign, 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.

2
Nathan C. Gale
CRD#: 7519518
337 E. Blodget Ave, Lake Bluff, IL 60044

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.

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