PEAKVALLEY WEALTH, LLC

PEAKVALLEY WEALTH, LLC of ROANOKE, VA is an SEC-registered investment adviser (CRD 165542). Regulatory assets under management: $130.3M.

Registration

• CRD: 165542
• SEC file number: 801-132121
• Type: Registered investment adviser
• Location: 2762 ELECTRIC ROAD, SUITE C, ROANOKE, VA, 24018
• Phone: 540-904-7969
• Latest filing: 2026-02-09
• Regulatory AUM: $130.3M
• Discretionary AUM: $125.6M
• Non-discretionary AUM: $4.7M
• Clients: 4
• Accounts: 481

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165542 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search