|
⚲
|
| Keyboard |
| Peak Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 115207 |
| SEC # | 801-60554 |
| CIK # | 0001843309 |
| AUM | 268.8 M (2026-03-03) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 13.8 | ||
| Amazon Com Inc | 6.2 | ||
| Ciena Corp | 5.2 | ||
| Johnson & Johnson | 4.6 | ||
| Centerpoint Energy Inc | 4.0 | ||
| Lilly Eli & Co | 3.9 | ||
| Platform Specialty Products Corp | 3.9 | ||
| CVS Caremark Corp | 3.8 | ||
| Edwards Lifesciences Corp | 3.6 | ||
| Canadian Natural Resources Ltd | 3.5 | ||
| Brixmor Property Group Inc | 3.5 | ||
| Curtiss Wright Corp | 3.4 | ||
| Eaton Corp Ltd | 3.4 | ||
| APA Corp | 3.3 | ||
| Fedex Corp | 3.3 | ||
| Nvidia Corp | 3.3 | ||
| Costco Wholesale Corp /NEW | 3.2 | ||
| Wal Mart Stores Inc | 2.9 | ||
| Cheniere Energy Inc | 2.7 | ||
| Netflix Inc | 2.7 | ||
| Visa Inc | 2.7 | ||
| MIND Medicine Mindmed Inc | 2.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 20.1 |
| (b) Individuals (high net worth individuals) | 70 | 242.6 |
| (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 | 4.7 |
| (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 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 409 | 268.8 |
| By Discretionary | ||
| Discretionary | 391 | 267.3 |
| Non-Discretionary | 18 | 1.4 |
| Total | 409 | 268.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.8 | |
| United States Persons | 259.9 | |
| Total | 409 | 268.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843309] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hardy & Hardy Co LLC
✚
|
OH | 269.4 M |
|
Fortress Wealth Management Inc
✚
|
CA | 269.3 M |
|
Atlas Fiduciary Services Inc
✚
|
NH | 269.3 M |
|
Dorado Wealth Management LLC
✚
|
268.8 M | |
|
Stonebridge Capital Management Inc
✚
|
CA | 268.7 M |
|
Byrne Asset Management LLC
✚
|
NJ | 268.7 M |
|
Andrews Advisory Associates LLC
✚
|
HI | 268.6 M |
|
Sage Investment Advisers LLC
✚
|
NY | 268.4 M |
|
JMK & Associates LLC
✚
|
WA | 268.4 M |
|
BPM Wealth Advisors LLC
✚
|
CA | 268.3 M |