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Building 2PEAKVALLEY WEALTH, LLC

Map pinROANOKE, VA
Phone540-904-7969
NotebookSEC #801-132121
Total AUM
$130.3M
Employees
4
Clients
169

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2762 ELECTRIC ROAD
SUITE C
ROANOKE
VA 24018
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
540-904-7969
Other Offices
2

ReceiptFinancials

Total AUM
$130.3M
Accounts
481
Discretionary
$125.6M
Accounts
390
Non-Discretionary
$4.7M
Accounts
91

ContactClients

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Individual Clients
104
AUM
$31.8M
HNW Individual Clients
49
AUM
$75.5M
Charitable Organization Clients
1
AUM
$263K
Corporation or Business Clients
13
AUM
$21.3M
Other Clients
2
AUM
$1.4M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAVAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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