Key facts
- PEAK FINANCIAL ADVISORS is a other based in DENVER, CO.
- PEAK FINANCIAL ADVISORS reports $8.8M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 115207- Regulatory AUM
- $8.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- DENVER, CO
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PEAK FINANCIAL ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for PEAK FINANCIAL ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PEAK FINANCIAL ADVISORS's AUM?
- PEAK FINANCIAL ADVISORS manages approximately $8.8M in assets.