PEAK WEALTH ADVISORS, INC.
CRD #149922 SEC #801-70067 SAN LUIS OBISPO, CA (805) 233-7012
SEC Registered
Total AUM
$13.3M
Discretionary
$800.2K
Employees
5
Clients
0
Accounts
56
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2009 | $13.3M | $800.2K | $12.5M | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
DateOct 2009
Total AUM$13.3M
Discretionary$800.2K
Non-Disc.$12.5M
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--