# Peak Financial Investing, LLC

> Peak Financial Investing, LLC is a state-registered investment advisory firm in Chester, MA, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated February 12, 2026.

- CRD: 319672
- Filed as: PEAK FINANCIAL INVESTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chester, MA
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319672
- AdvisorCensus page: https://advisorcensus.com/firm/peak-financial-investing-llc-chester-ma-319672

## Quick answers

**How is Peak Financial Investing, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Peak Financial Investing, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Peak Financial Investing, LLC located?**
Peak Financial Investing, LLC's principal office is in Chester, MA, according to its Form ADV.

**Is Peak Financial Investing, LLC registered with the SEC or a state?**
Peak Financial Investing, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 319672.

**Does Peak Financial Investing, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319672

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- peakfinancialinvesting.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peak Financial Investing, LLC (CRD 319672): Form ADV filing data as of October 2026.