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| Peak Investment Advisors Inc
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|---|---|
| CRD # | 113967 |
| SEC # | 801-130549 |
| CIK # | 0001843309 |
| AUM | 234.6 M (2026-03-25) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 719-260-6475 |
| Address | 5825 Delmonico Drive Colorado Springs, CO 80919 |
| 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 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 6.5 |
| (b) Individuals (high net worth individuals) | 25 | 224.6 |
| (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 | 3.5 |
| (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 | 195 | 234.6 |
| By Discretionary | ||
| Discretionary | 192 | 152.9 |
| Non-Discretionary | 3 | 81.7 |
| Total | 195 | 234.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.6 | |
| Total | 195 | 234.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843309] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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PA | 233.1 M |
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We Alliance Wealth Advisors Inc
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Anchor Wealth Management Group LLC
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D C Voss & Company LLC
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232.9 M |