PEAK FINANCIAL GUIDANCE LLC

PEAK FINANCIAL GUIDANCE LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser (CRD 305485). Regulatory assets under management: $88.5M.

Registration

• CRD: 305485
• Type: Registered investment adviser
• Location: 6312 S FIDDLERS GREEN CIRCLE, GREENWOOD VILLAGE, CO, 80111
• Phone: (303) 667-5117
• Latest filing: 2026-02-16
• Regulatory AUM: $88.5M
• Discretionary AUM: $88.5M
• Clients: 4
• Accounts: 580

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305485 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search