PEAKVALLEY WEALTH, LLC
CRD #165542 SEC #801-132121 ROANOKE, VA 540-904-7969
SEC Registered
Total AUM
$126.9M
Discretionary
$122.4M
Employees
4
Clients
0
Accounts
474
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $126.9M | $122.4M | $4.5M | 4 | 0 |
| Mar 2025 | $107.3M | $104.9M | $2.5M | 4 | 0 |
| Feb 2025 | $107.3M | $104.9M | $2.5M | 4 | 0 |
| Feb 2025 | $107.3M | $104.9M | $2.5M | 4 | 0 |
DateOct 2025
Total AUM$126.9M
Discretionary$122.4M
Non-Disc.$4.5M
Employees4
Clients0
DateMar 2025
Total AUM$107.3M
Discretionary$104.9M
Non-Disc.$2.5M
Employees4
Clients0
DateFeb 2025
Total AUM$107.3M
Discretionary$104.9M
Non-Disc.$2.5M
Employees4
Clients0
DateFeb 2025
Total AUM$107.3M
Discretionary$104.9M
Non-Disc.$2.5M
Employees4
Clients0