PEAKSHARES LLC

CRD 329193 · SEC 801-129548

2701 N. ROCKY POINT DRIVE, SUITE 1000, TAMPA, FL, 33607, United States

Phone

877-577-3257

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$110.0M

Discretionary AUM

$110.0M

Team

4 total employees; 3 advisory reps

Clients

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Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (investment companies)

Type	Clients	AUM
Investment companies	2	$110.0M

Official SEC filing: View on IAPD