Pacific Peak Advisors, LLC
Pacific Peak Advisors, LLC is an SEC-registered wealth manager in Ketchum, ID with $223.7M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Pacific Peak Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326711, SEC 801-128225, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- $223.7M (2026-06-04)
- Firm type
- Wealth Manager
- Location
- Ketchum, ID
- Employees
- 2
- Clients
- 186
- CRD
- 326711
- Ownership
- Robertson, Robin, Jones Kovich; Kovich, Sean, Michael
How much AUM does Pacific Peak Advisors, LLC have?
Pacific Peak Advisors, LLC reported $223.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Pacific Peak Advisors, LLC?
Disclosed owners and executives of Pacific Peak Advisors, LLC include Robertson, Robin, Jones Kovich, Kovich, Sean, Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.