Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 07/01/2024
Other registrations (2)
Former registrations

PEAK INVESTMENT ADVISORS, INC.

ADV Location COLORADO SPRINGS, CO, United States
Contact Info 719 xxxxxxx
Websites
AUM* 234,624,302 80%
of that, discretionary 152,942,104 59%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,203,202 60%
% High Net Worth 62.50% 51%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

153M 131M 109M 87M 66M 44M 22M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees