Peak Financial Management, Inc.
Peak Financial Management, Inc. is an SEC-registered mass-market adviser in Broomfield, CO with $109.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Peak Financial Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281223, SEC 801-134603, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $109.4M (2026-02-13)
- Firm type
- Mass-Market Adviser
- Location
- Broomfield, CO
- Employees
- 4
- Clients
- 156
- CRD
- 281223
- Ownership
- Wolverton, Nicholas, James
How much AUM does Peak Financial Management, Inc. have?
Peak Financial Management, Inc. reported $109.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Peak Financial Management, Inc.?
Disclosed owners and executives of Peak Financial Management, Inc. include Wolverton, Nicholas, James. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.