SILVERPEAK WEALTH ADVISORS

Overview

Silverpeak Wealth Advisors is a small, SEC-registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and on selecting other advisers and managers on behalf of clients. Its business model charges a percentage of assets under management and it identifies as an active ESG investor and a capital allocator—meaning it constructs client portfolios from a mix of internal strategies and third‑party fund managers rather than relying solely on in‑house proprietary products. Investment practice centers on using pooled public funds as the core of client portfolios while selectively allocating to external alternative managers for diversification and return enhancement. The adviser tends to serve high‑net‑worth households and families, structuring multi‑account relationships and model or separately managed account (SMA) programs that lean heavily on mutual funds for core equity and fixed‑income exposure. As a selector of other advisers, the firm integrates third‑party alternatives rather than operating a wide internal alternative platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices