# Peak Financial Partners, LLC

> Peak Financial Partners, LLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 147345
- Filed as: PEAK FINANCIAL PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147345
- AdvisorCensus page: https://advisorcensus.com/firm/peak-financial-partners-llc-147345

## Quick answers

**How is Peak Financial Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Peak Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Peak Financial Partners, LLC registered with the SEC or a state?**
Peak Financial Partners, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 147345.

**How much does Peak Financial Partners, LLC manage?**
Peak Financial Partners, LLC reports $15,600,000 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**What types of clients does Peak Financial Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (6).

**Does Peak Financial Partners, 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/147345

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,600,000
- Discretionary: $15,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $7,600,000 |
| High net worth individuals | 6 | $8,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peak Financial Partners, LLC (CRD 147345): Form ADV filing data as of October 2026.