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| Keyboard |
| Pacific Peak Advisors LLC
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|---|---|
| CRD # | 326711 |
| SEC # | 801-128225 |
| CIK # | |
| AUM | 223.7 M (2026-06-04) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 949-737-2626 |
| Address | 120 2nd Avenue Ketchum, ID 83340 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 34.7 |
| (b) Individuals (high net worth individuals) | 54 | 176.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 12.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 415 | 223.7 |
| By Discretionary | ||
| Discretionary | 415 | 223.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 415 | 223.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.7 | |
| Total | 415 | 223.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
MD | 224.4 M |
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|
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Bucket List Wealth Management LLC
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|
McAlister Sweet & Associates Inc
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Mainstream Capital Management LLC
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|
Easley Investment Consultants Inc
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MS | 223.8 M |
|
Noble Wealth Management Inc
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|
CA | 223.4 M |
|
Valley Brook Capital Group Inc
✚
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PA | 223.3 M |
|
Branson Frank A Inc
✚
|
CA | 223.2 M |