9AT: PEAK AMERICAN INVESTMENT ADVISORS, INC.

PEAK AMERICAN INVESTMENT ADVISORS, INC.

PEAK AMERICAN INVESTMENT ADVISORS, INC.

PURITAN WEALTH MANAGEMENT GROUP

PURITAN INVESTMENT ADVISORS, INC.

PTF INVESTMENT ADVISORS, INC.

Show removed companies

As of Date	09/08/2026
Registration	SEC, Approved, 07/17/2025
Other registrations (18)	California, Terminated, 08/20/2025 Pennsylvania, Terminated, 07/22/2025 Texas, Terminated, 07/21/2025 Colorado, Terminated, 02/25/2022 Arizona, Terminated, 02/18/2022 Indiana, Terminated, 01/22/2020 Mississippi, Terminated, 01/16/2020 Tennessee, Terminated, 04/03/2019 California, Approved, 08/19/2016 Nevada, Terminated, 10/21/2013 Michigan, Terminated, 10/01/2013 Louisiana, Terminated, 09/30/2013 Kentucky, Terminated, 09/17/2013 Ohio, Terminated, 09/17/2013 Oklahoma, Terminated, 09/16/2013 New Jersey, Terminated, 10/21/2011 Pennsylvania, Approved, 04/18/2008 Texas, Approved, 10/18/2007
Former registrations	PEAK AMERICAN INVESTMENT ADVISORS, INC.
ADV Location	PLANO, TX, United States
Contact Info	972 xxxxxxx
Websites

AUM^*	162,050,631 61%
of that, discretionary	162,050,631 61%
Number of Employees	10 -23%
of those in investment advisory functions	10 -9%
Private Fund GAV^*	0
Avg Account Size	231,501 31%
% High Net Worth	10.03% 270%
SMA’s	No
Private Funds	0

- Large advisory firm

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

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

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

126M 108M 90M 72M 54M 36M 18M

2025 2026

Discretionary

Non-discretionary

No private funds