# PEAK FINANCIAL GUIDANCE LLC

PEAK FINANCIAL GUIDANCE LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 305485
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305485/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305485/similar
- Related entities: https://search.stillhousedata.com/firm/305485/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305485

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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.