PEAKVALLEY WEALTH, LLC

RIASEC RegisteredEst. 2025

Total AUM

$130M

Discretionary

$126M

96% of AUM

Avg account

$271K

Accounts

481

Employees

Advisory reps

Firm details

Headquarters: ROANOKE, Virginia
CRD number: 165542
Registered since: March 10, 2025
Website: www.peakvalleywealth.com
Custodians: CHARLES SCHWAB & CO., INC., T. ROWE PRICE INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI57.98%
Individuals24.43%
Corporations / Businesses16.32%
Other1.07%
Charitable Organizations0.2%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Peakvalley Wealth, LLC is an independent registered investment adviser organized as an LLC and controlled by an individual owner. The firm identifies as a capital allocator and works with both individual/family and institutional clients. Its fee model combines a percentage-of-AUM billing with hourly charges. Core advisory services listed on its ADV include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Peakvalley does not describe itself as an active ESG investor and reports a single-state footprint rather than a multi-state adviser. The firm also notes an industry affiliation with an insurance company.