PEAK WEALTH ADVISORS, INC.

Overview

Peak Wealth Advisors, Inc. is an independent registered investment adviser focused on serving individual and family clients alongside select institutional relationships. The firm provides comprehensive financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and pension consulting services for institutional accounts. Their business model mixes percentage‑of‑AUM fees with hourly and fixed‑fee engagements, which allows them to deliver both ongoing investment management and project‑based planning work. Investment activity is centered on diversified, externally managed public funds rather than concentrated single‑name stock bets. The firm does not position itself as an active ESG investor and is not structured as a capital allocator deploying direct private capital. Given the mix of services and the size profile of clients, the firm appears to blend model-driven mutual fund allocations with tailored solutions for clients who require pension consulting or customized portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices