← Back to searchVisit website
PEAK ASSET MANAGEMENT, LLC
CRD 106944 · SEC 801-52118
1371 E. HECLA DRIVE, SUITE A, LOUISVILLE, CO, 80027, United States
Phone
303-926-0100
Fax
303-926-0098
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$1.00B
Team
16 total employees; 14 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $58.9M |
| High net worth individuals | 215 | $920.4M |
| Charitable organizations | 9 | $26.6M |
States served
AZ, CA, CO, GA, LA, MA, NE, NV, NY, NC, OR, WI, MO, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD