Silverpeak Wealth Advisors
Silverpeak Wealth Advisors is an SEC-registered wealth manager in Boulder, CO with $177.4M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Silverpeak Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170732, SEC 801-118225, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $177.4M (2026-02-25)
- Firm type
- Wealth Manager
- Location
- Boulder, CO
- Employees
- 3
- Clients
- 133
- CRD
- 170732
- Ownership
- ROEBER, KIRSTEN, ELIZABETH; NICHOLSON, HENRY, MELVILLE; JACQUES, MARGARET, ELIZABETH
How much AUM does Silverpeak Wealth Advisors have?
Silverpeak Wealth Advisors reported $177.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Silverpeak Wealth Advisors?
Disclosed owners and executives of Silverpeak Wealth Advisors include ROEBER, KIRSTEN, ELIZABETH, NICHOLSON, HENRY, MELVILLE, JACQUES, MARGARET, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.