PEAK WEALTH ADVISORS, INC. of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 149922). Regulatory assets under management: $98.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| BURNS JAMES JOSEPH | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| RAMIREZ DONALD HUGO | PRESIDENT | — |
| SIPSAS HELEN P | CHIEF COMPLIANCE OFFICER | — |