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PACIFIC PEAK ADVISORS, LLC
CRD 326711 · SEC 801-128225
120 2ND AVENUE, SUITE 108, KETCHUM, ID, 83340, United States
Phone
949-737-2626
Fax
949-606-8551
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$223.7M
Discretionary AUM
$223.7M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $34.7M |
| High net worth individuals | 54 | $176.8M |
| Pension/profit sharing plans | 4 | $12.2M |
States served
CA, CO, ID, TX
All web addresses on file
Official SEC filing: View on IAPD