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: 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 that describes itself as a capital allocator for both individual/family and institutional clients. The firm was SEC-registered in 2025 and is organized as a limited liability company owned by an individual. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Peakvalley bills clients on a percentage-of-assets and hourly-fee basis and does not identify as an active ESG investor. The firm lists an insurance company among its industry affiliations.