Peakvalley Wealth, LLC
Peakvalley Wealth, LLC is an SEC-registered mass-market adviser in Roanoke, VA with $130.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Peakvalley Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165542, SEC 801-132121, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $130.3M (2026-02-09)
- Firm type
- Mass-Market Adviser
- Location
- Roanoke, VA
- Employees
- 4
- Clients
- 169
- CRD
- 165542
- Ownership
- Muterspaugh, Erin, Melissa; SHRADER, BENJAMIN, WILLIAM
How much AUM does Peakvalley Wealth, LLC have?
Peakvalley Wealth, LLC reported $130.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Peakvalley Wealth, LLC?
Disclosed owners and executives of Peakvalley Wealth, LLC include Muterspaugh, Erin, Melissa, SHRADER, BENJAMIN, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.