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| Happy Holidays!! thanks for using AUM13F!! |
| Peakvalley Wealth LLC
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| CRD # | 165542 |
| SEC # | 801-132121 |
| CIK # | |
| AUM | $107.3 M (2025-03-24) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 540-904-7969 |
| Address | 2762 Electric Road Roanoke, VA 24018 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 36.5 |
| (b) Individuals (high net worth individuals) | 33 | 52.3 |
| (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 | 0.1 |
| (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 | 13 | 17.1 |
| (n) Other | 3 | 1.3 |
| Total | 442 | 107.3 |
| By Discretionary | ||
| Discretionary | 370 | 104.9 |
| Non-Discretionary | 72 | 2.5 |
| Total | 442 | 107.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.3 | |
| Total | 442 | 107.3 |
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|---|---|---|
|
Columbia Benefits LLC
✚
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CO | 0.1 |
|
Summit Wealth Management LLC
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OH | 0.1 |
|
Wall Capital Group Inc
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AZ | 0.1 |
|
MON Capital Management LLC
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NY | 0.1 |
|
Beyond Wealth Management Group LLC
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NY | 0.1 |
|
FCIG Wealth Management LLC
✚
|
CT | 0.1 |
|
Hickory Wealth Management LLC
✚
|
MO | 0.1 |
|
Imprint Wealth LLC
✚
|
SC | 0.1 |
|
2 Knights Wealth Management LLC
✚
|
OH | 0.1 |
|
Blair Hall Advisors LLC
✚
|
0.1 |