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Chief Compliance Officer and Chief Operating Officer · Peak Planning Group, LLC

David D. Wrench

CRD 5564614 · Named on Form ADV at one SEC-registered adviser

At a glance

Peak Planning Group, LLC, an SEC-registered wealth manager based in Centennial, CO with $710 million in regulatory assets, lists David D. Wrench on its Form ADV as Chief Compliance Officer and Chief Operating Officer, a control person.

Firms and roles

  • Peak Planning Group, LLCChief Compliance Officer and Chief Operating OfficerWealth manager · Centennial, CO · $710M 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
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When each role began
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Each firm’s assets and growth
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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.