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PEAKVALLEY WEALTH, LLC
CRD 165542 · SEC 801-132121
2762 ELECTRIC ROAD, SUITE C, ROANOKE, VA, 24018, United States
Phone
540-904-7969
Fax
540-904-7961
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$130.3M
Discretionary AUM
$125.6M
Team
4 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $31.8M |
| High net worth individuals | 49 | $75.5M |
| Charitable organizations | 1 | $263K |
| Corporations/business entities | 13 | $21.3M |
States served
LA, VA, WV
All web addresses on file
Official SEC filing: View on IAPD