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Building 2SILVERPEAK WEALTH ADVISORS

Map pinBOULDER, CO
Phone(720) 465-5055
NotebookSEC #801-118225
Total AUM
$177.4M
Employees
3
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
OFFICES AT THE HIGHLAND CITY CLUB
885 ARAPAHOE AVE
BOULDER
CO 80302
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
(720) 465-5055

ReceiptFinancials

Total AUM
$177.4M
Accounts
426
Discretionary
$177.4M
Accounts
426
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
77
AUM
$20.4M
HNW Individual Clients
56
AUM
$157M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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