{{ Info.Overview }}
Adviser Profile
| As of Date | 03/12/2025 |
| Registration status | Registration Changed to PEAKVALLEY WEALTH, LLC |
| ADV Location | ROANOKE, VA, United States |
| Contact Info | 540 xxxxxxx |
| Websites |
| AUM* | 107,339,000 |
| of that, discretionary | 104,874,000 |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 242,848 |
| % High Net Worth | 20.25% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds