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Managing Principal / Retirement Plan Consultant · Peak Wealth Solutions

David P. Kocsis

CRD 4203137 · Named on Form ADV at one SEC-registered adviser

At a glance

Peak Wealth Solutions, an SEC-registered wealth manager based in Pepper Pike, OH with $912 million in regulatory assets, lists David P. Kocsis on its Form ADV as Managing Principal / Retirement Plan Consultant, a control person.

Firms and roles

  • Peak Wealth SolutionsManaging Principal / Retirement Plan ConsultantWealth manager · Pepper Pike, OH · $912M in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.