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| Keyboard |
| Peak American Investment Advisors Inc
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|---|---|
| CRD # | 145056 |
| SEC # | 801-133891 |
| CIK # | |
| AUM | 149.0 M (2026-06-23) |
| Employees | 14 (86% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 972-212-9292 |
| Address | 2400 Dallas Parkway Plano, TX 75093 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 385 | 92.4 |
| (b) Individuals (high net worth individuals) | 18 | 33.9 |
| (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 | 0 | 0.0 |
| (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 | 614 | 126.3 |
| By Discretionary | ||
| Discretionary | 614 | 126.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 614 | 126.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.3 | |
| Total | 614 | 126.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Optima Capital Management LLC
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AZ | 150.3 M |
|
Atlantis Wealth Advisors LLC
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|
MZ Capital Management LLC
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|
Clearbrook Investment Solutions LLC
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|
Legacy Capital Management Limited Liability Company
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|
Fiduciary Capital Management LLC
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WY | 149.2 M |
|
Townsend Financial Planning LLC
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|
KY | 148.3 M |
|
Mueller Wealth LLC
✚
|
WI | 148.1 M |
|
Barrett Wealth Connection LLC
✚
|
IL | 148.0 M |
|
Financial Avenues LLC
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|
147.6 M |