Peak Financial Advisors
Peak Financial Advisors is an SEC-registered wealth manager in Denver, CO with $268.8M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Peak Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115207, SEC 801-60554, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $268.8M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Denver, CO
- Employees
- 3
- Clients
- 122
- CRD
- 115207
- Ownership
- SELLS, BRIAN; HAVERLEY, LORRAINE, ELIZABETH; SELLS, BRIAN, TIMOTHY; FREEMAN, DEBBIE, JOYCLYN
How much AUM does Peak Financial Advisors have?
Peak Financial Advisors reported $268.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Peak Financial Advisors?
Disclosed owners and executives of Peak Financial Advisors include SELLS, BRIAN, HAVERLEY, LORRAINE, ELIZABETH, SELLS, BRIAN, TIMOTHY, FREEMAN, DEBBIE, JOYCLYN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.