PEAKVALLEY WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$130,270,000
Discretionary
$125,560,000
Non-discretionary
$4,710,000
Firm details
- CRD number
- 165542
- SEC file number
- 801-132121
- Main office
- ROANOKE, VA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.peakvalleywealth.com
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.