|
⚲
|
| Peakvalley Wealth LLC
✚
|
|
|---|---|
| CRD # | 165542 |
| SEC # | 801-132121 |
| CIK # | |
| AUM | $130.3 M (2026-02-09) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 540-904-7969 |
| Address | 2762 Electric Road Roanoke, VA 24018 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 31.8 |
| (b) Individuals (high net worth individuals) | 49 | 75.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 21.3 |
| (n) Other | 2 | 1.4 |
| Total | 481 | 130.3 |
| By Discretionary | ||
| Discretionary | 390 | 125.6 |
| Non-Discretionary | 91 | 4.7 |
| Total | 481 | 130.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.3 | |
| Total | 481 | 130.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Equilibria Wealth Management LLC
✚
|
TX | 0.1 |
|
Sartorial Wealth Inc
✚
|
0.1 | |
|
Altamira Financial Group LLC
✚
|
NM | 0.1 |
|
The Sherry Group Inc
✚
|
AR | 0.1 |
|
Alliance of Wealth Advisors LLC
✚
|
SD | 0.1 |
|
Arbus Capital Management LLC
✚
|
0.1 | |
|
Solist Wealth LLC
✚
|
FL | 0.1 |
|
Wise Wealth Management LLC
✚
|
NY | 0.1 |
|
Cerasus Advisors Inc
✚
|
0.1 | |
|
Versatile Capital Management LLC
✚
|
IL | 0.1 |