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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 22, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Muterspaugh, Erin, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | |
| Muterspaugh, Erin, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | |
| Muterspaugh, Erin, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | |
| Muterspaugh, Erin, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHRADER, BENJAMIN, WILLIAM | I | MANAGING MEMBER | E | Control |
| SHRADER, BENJAMIN, WILLIAM | I | MANAGING MEMBER | E | Control |
| SHRADER, BENJAMIN, WILLIAM | I | MANAGING MEMBER | E | Control |
| SHRADER, BENJAMIN, WILLIAM | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Oct 22, 2025 REGISTERED
Notice Filings (3)
LA VA WV
Address
2762 ELECTRIC ROADSUITE C
ROANOKE, VA 24018
United States
Phone: 540-904-7969