Overview
Assets Under Management: $130 million
Headquarters: ROANOKE, VA
High-Net-Worth Clients: 49
Average Client Assets: $1.5 million
Frequently Asked Questions
PEAKVALLEY WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165542), PEAKVALLEY WEALTH, LLC is subject to fiduciary duty under federal law.
PEAKVALLEY WEALTH, LLC is headquartered in ROANOKE, VA.
PEAKVALLEY WEALTH, LLC serves 49 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, PEAKVALLEY WEALTH, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PEAKVALLEY WEALTH, LLC manages $130 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, PEAKVALLEY WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.98%
Average Client Assets: $1.5 million
Total Client Accounts: 481
Discretionary Accounts: 390
Non-Discretionary Accounts: 91
Regulatory Filings
CRD Number: 165542
Filing ID: 2051472
Last Filing Date: 2026-02-09 08:32:49