← Back to searchVisit website
PEAK WEALTH ADVISORS, INC.
CRD 149922 · SEC 801-70067
1493 HIGUERA STREET, SAN LUIS OBISPO, CA, 93401, United States
Phone
(805) 233-7011
Fax
818-449-0829
Registration
— (—)
Source
State registered
Total AUM
$98.6M
Discretionary AUM
$82.4M
Team
2 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $23.2M |
| High net worth individuals | 59 | $74.3M |
| Corporations/business entities | 5 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD