Overview
- Headquarters
- Boulder, CO
- Total Firm Assets
- $177 million
- Average High-Net-Worth Client Portfolio Size
- $2.8 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: ADV PART 2A/B - SILVERPEAK WEALTH ADVISORS (2025-09-19)
· View brochure text
Latest filing: ADV PART 2A/B - SILVERPEAK WEALTH ADVISORS (2026-02-25)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $40,000 | 0.80% |
| $10 million | $65,000 | 0.65% |
| $50 million | $265,000 | 0.53% |
| $100 million | $515,000 | 0.52% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 88.51%
- Number of High-Net-Worth Clients
- 56
- Total Client Accounts
- 426
- Discretionary Accounts
- 426
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 170732
- ADV PART 2A/B - SILVERPEAK WEALTH ADVISORS (2026-02-25) · View brochure text
- ADV PART 2A/B - SILVERPEAK WEALTH ADVISORS (2025-09-19) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗