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| Happy Holidays!! thanks for using AUM13F!! |
| Peak Financial Advisors LLC
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| CRD # | 115207 |
| SEC # | 801-60554 |
| CIK # | 0001843309 |
| AUM | $251.8 M (2025-01-30) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 303-316-2799 |
| Address | 155 South Madison Street Denver, CO 80209 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001843309 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 16.3 | ||
| Costco Wholesale Corp /NEW | 5.4 | ||
| Netflix Inc | 4.5 | ||
| Amazon Com Inc | 4.1 | ||
| American Express Co | 3.3 | ||
| Apple Inc | 3.2 | ||
| Wal Mart Stores Inc | 3.0 | ||
| 3M Co | 2.7 | ||
| Canadian Natural Resources Ltd | 2.7 | ||
| F5 Networks Inc | 2.7 | ||
| Verisign Inc/Ca | 2.7 | ||
| Arista Networks Inc | 2.6 | ||
| O Reilly Automotive Inc | 2.5 | ||
| Motorola Inc | 2.5 | ||
| FleetCor Technologies Inc | 2.5 | ||
| Brown & Brown Inc | 2.5 | ||
| Waters Corp /DE/ | 2.5 | ||
| MSCI Inc | 2.5 | ||
| Copart Inc | 2.5 | ||
| Aon Corp | 2.5 | ||
| Snap-On Inc | 2.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 21.1 |
| (b) Individuals (high net worth individuals) | 70 | 228.4 |
| (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 | 1 | 1.1 |
| (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 | 1 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 402 | 251.8 |
| By Discretionary | ||
| Discretionary | 384 | 250.3 |
| Non-Discretionary | 18 | 1.5 |
| Total | 402 | 251.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.1 | |
| United States Persons | 243.7 | |
| Total | 402 | 251.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843309] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pacifica Partners Inc
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|
0.3 | |
|
CBG & Company Inc
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IN | 0.3 |
|
BNB Wealth Management LLC
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MD | 0.3 |
|
Westco Advisory Services Inc
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NY | 0.3 |
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Hardy & Hardy Co LLC
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OH | 0.3 |
|
Fox Hill Wealth Management
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MA | 0.3 |
|
Norris Financial Group LLC
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|
SC | 0.3 |
|
Glass Wealth Management Co LLC
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TX | 0.3 |
|
Capital Cities Investments
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|
IN | 0.3 |
|
Alamar Capital Management LLC
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|
CA | 0.3 |