EIGHT PEAKS WEALTH MANAGEMENT

EIGHT PEAKS WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 327701). Regulatory assets under management: $2.2M.

Registration

• CRD: 327701
• Type: Registered investment adviser
• Phone: 720-481-9300
• Latest filing: 2026-04-01
• Regulatory AUM: $2.2M
• Discretionary AUM: $1.3M
• Non-discretionary AUM: $950K
• Clients: 1
• Accounts: 27

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 327701 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search