# PEAK FINANCIAL ADVISORS, LLC

PEAK FINANCIAL ADVISORS, LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 115207
- Type: SEC-registered investment adviser
- SEC file number: 801-60554
- Location: 155 SOUTH MADISON STREET, SUITE 210, DENVER, CO, 80209
- Phone: 303-316-2799
- Latest filing: 2026-03-03
- Regulatory AUM: $268.8M
- Discretionary AUM: $267.3M
- Non-discretionary AUM: $1.4M
- Clients: 3
- Accounts: 409

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Brian Timothy Sells | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER | — |
| Lorraine Elizabeth Haverley | CHIEF COMPLIANCE OFFICER | — |
| Debbie Joyclyn Freeman | PARTNER, DIRECTOR OF TAX AND FINANCIAL PLANNING | — |
| HAVERLEY LORRAINE ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| SELLS BRIAN | PRESIDENT/OWNER | — |
| SELLS BRIAN TIMOTHY | MAJORITY OWNER, MANAGING PARTNER, CHIEF INVESTMENT OFFICER; PRESIDENT/OWNER | — |
| FREEMAN DEBBIE JOYCLYN | PARTNER, DIRECTOR OF TAX AND FINANCIAL PLANNING; PRINCIPAL, DIRECTOR OF TAX AND FINANCIAL PLANNING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115207/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115207/similar
- Related entities: https://search.stillhousedata.com/firm/115207/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115207

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.