Peak Wealth Solutions

CRD 127391 · Pepper Pike, OH · $911.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 127391
SEC number: 801-71071
Firm type: RIA
Assets under management: $911.6M as of Mar 28, 2026
Website: twitter.com/RETIREPEAK ↗
Phone: 216-370-7887
Address: 30195 Chagrin Blvd., Pepper Pike, OH, 44124

Advisors at this firm

7 in our index · page 1 of 1

Gregory Michael GromekCRD 4348887 · Pepper Pike, OH

IA RegisteredBroker
David Paul KocsisCRD 4203137 · Pepper Pike, OH

IA RegisteredBroker
Kevin John KocsisCRD 5416977 · Pepper Pike, OH

IA RegisteredBroker
Jeffrey David MucciaroneCRD 4546398 · Pepper Pike, OH

IA RegisteredBroker
William Ignatius RussoCRD 2349883 · Pepper Pike, OH

IA RegisteredRegistration inactive
Daniel VujanovCRD 6519394 · Pepper Pike, OH

IA Registered
Keith Richard WitkowskiCRD 6483423 · Pepper Pike, OH

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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