Peak Capital Management, LLC
Peak Capital Management, LLC is an SEC-registered wealth manager in Greenwood Village, CO with $165.2M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Peak Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141488, SEC 801-69009, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $165.2M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Greenwood Village, CO
- Employees
- 5
- Clients
- 110
- CRD
- 141488
- Ownership
- ARRASMITH, SCOTT, ERWIN; LOCKHART, BRIAN, DAVID; PEKRUL, CLINT, EVAN; ELIASON, GEOFFRY, SEAN; SHEPHERD KAPLAN KROCHUK, LLC
How much AUM does Peak Capital Management, LLC have?
Peak Capital Management, LLC reported $165.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Peak Capital Management, LLC?
Disclosed owners and executives of Peak Capital Management, LLC include ARRASMITH, SCOTT, ERWIN, LOCKHART, BRIAN, DAVID, PEKRUL, CLINT, EVAN, ELIASON, GEOFFRY, SEAN, SHEPHERD KAPLAN KROCHUK, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.