Peak Investment Advisors, Inc.
Peak Investment Advisors, Inc. is an SEC-registered ria in Colorado Springs, CO with $234.6M assets under management (AUM, regulatory AUM), +68% over one year. See who owns Peak Investment Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113967, SEC 801-130549, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $234.6M (2026-03-25)
- Firm type
- Ria
- Location
- Colorado Springs, CO
- Employees
- 2
- Clients
- 40
- CRD
- 113967
- Ownership
- MUELLER, LISA, ANNE; MUELLER, RICHARD, ALLAN; MUELLER, RICHARD
How much AUM does Peak Investment Advisors, Inc. have?
Peak Investment Advisors, Inc. reported $234.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Peak Investment Advisors, Inc.?
Disclosed owners and executives of Peak Investment Advisors, Inc. include MUELLER, LISA, ANNE, MUELLER, RICHARD, ALLAN, MUELLER, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.